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| Provider | Service type | Compensation |
|---|---|---|
EVEREN SECURITIES INC3 years Filed as: EVEREN CAPITAL CORPORATION Service code 26 · EIN 36-4019175 | Advisory (Participants) | $83,895 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $19,532 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,603 |
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 | $336,398 | $45,343+641.9% | $150,298+123.8% | $67,986+394.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 13.28% | 33.28%-20.0pp | 62.79%-49.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $10,784 | $1,462+637.7% | $4,154+159.6% | $2,019+434.2% |
| Participant deferral / active EE | $16,202 | $2,055+688.5% | $5,453+197.1% | $3,358+382.5% |
| Admin fee / account holder | $821 | $2,250-63.5% | $14,116-94.2% | $3,203-74.4% |