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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $11,580 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,634 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,486 | $88,186+63.8% | $165,071-12.5% | $74,459+94.0% |
| Participation rate | 91.1% | 73.1%+18.0pp | 78.6%+12.5pp | 67.2%+23.9pp |
| Annual return | 12.70% | 17.13%-4.4pp | 70.17%-57.5pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $2,030 | $2,600-21.9% | $4,347-53.3% | $2,626-22.7% |
| Participant deferral / active EE | $13,535 | $4,505+200.5% | $6,035+124.3% | $4,350+211.2% |
| Admin fee / account holder | $101 | $2,234-95.5% | $12,695-99.2% | $1,945-94.8% |