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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $101,772 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,595 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $29,224 |
3 funds of $250K or more; 5 lines in all, holding $8.5M of the plan's $48.6M. From the 2024 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Additions Investment income Net appreciation in fair value of investments Manager not matched · Other | $5.5M | 64.8% |
| Contributions Employer contributions Manager not matched · Other | $2.0M | 24.0% |
| Interest and dividends Manager not matched · Other | $947K | 11.1% |
| Participant contributions Manager not matched · Other | $228 | <0.1% |
| Receivables Employer contributions Manager not matched · Other | $195 | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.