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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 | $55,446+479.2% | $155,574+106.4% | $74,429+331.5% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 15.68% | 269.20%-253.5pp | 64.87%-49.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $10,337 | $2,266+356.1% | $4,676+121.1% | $2,625+293.8% |
| Participant deferral / active EE | $15,545 | $2,836+448.2% | $5,629+176.2% | $4,348+257.5% |
| Admin fee / account holder | $983 | $1,743-43.6% | $15,914-93.8% | $1,944-49.4% |