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| Provider | Service type | Compensation |
|---|---|---|
EVEREN SECURITIES INC2 years Filed as: EVEREN CAPITAL CORPORATION Service code 26 · EIN 36-4019175 | Advisory (Participants) | $104,457 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $31,422 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $10,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,153 | $55,470+479.0% | $155,556+106.5% | $74,478+331.2% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 15.68% | 269.80%-254.1pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $10,337 | $2,267+356.0% | $4,675+121.1% | $2,626+293.6% |
| Participant deferral / active EE | $15,545 | $2,838+447.8% | $5,631+176.1% | $4,350+257.3% |
| Admin fee / account holder | $983 | $1,744-43.6% | $15,885-93.8% | $1,946-49.5% |