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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,063 |
MATRIX TRUST COMPANY2 years 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 | $107,931 | $37,196+190.2% | $154,114-30.0% | $55,725+93.7% |
| Participation rate | 88.9% | 64.1%+24.8pp | 83.0%+5.9pp | 70.9%+18.1pp |
| Annual return | -5.78% | 1319.68%-1325.5pp | 735.16%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,988 | $1,614+23.1% | $5,298-62.5% | $2,078-4.4% |
| Participant deferral / active EE | $4,599 | $2,068+122.4% | $5,081-9.5% | $3,356+37.1% |
| Admin fee / account holder | $10 | $102-90.1% | $13,411-99.9% | $115-91.2% |