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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,475 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,808 | $46,173+170.3% | $170,435-26.8% | $69,631+79.2% |
| Participation rate | 89.6% | 63.9%+25.7pp | 83.6%+6.0pp | 70.7%+18.9pp |
| Annual return | 16.73% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $7,236 | $1,610+349.5% | $5,432+33.2% | $2,032+256.1% |
| Participant deferral / active EE | $4,607 | $2,080+121.5% | $4,939-6.7% | $3,224+42.9% |
| Admin fee / account holder | $12 | $116-89.7% | $13,881-99.9% | $110-89.2% |