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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 | $88,087+64.0% | $164,866-12.4% | $74,546+93.8% |
| Participation rate | 91.1% | 73.1%+18.1pp | 78.6%+12.5pp | 67.2%+23.9pp |
| Annual return | 12.70% | 17.27%-4.6pp | 69.97%-57.3pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,030 | $2,595-21.8% | $4,343-53.3% | $2,624-22.7% |
| Participant deferral / active EE | $13,535 | $4,499+200.8% | $6,033+124.4% | $4,347+211.3% |
| Admin fee / account holder | $101 | $2,232-95.5% | $12,689-99.2% | $1,944-94.8% |