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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,770 |
MATRIX TRUST COMPANY4 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 | $149,743 | $52,293+186.4% | $178,498-16.1% | $73,412+104.0% |
| Participation rate | 90.8% | 65.3%+25.5pp | 81.9%+8.9pp | 72.2%+18.7pp |
| Annual return | 17.73% | 34.75%-17.0pp | 151.09%-133.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $6,980 | $1,735+302.2% | $5,011+39.3% | $2,234+212.5% |
| Participant deferral / active EE | $4,768 | $2,332+104.5% | $5,202-8.3% | $3,806+25.3% |
| Admin fee / account holder | $9 | $127-92.9% | $13,985-99.9% | $158-94.2% |