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| Provider | Service type | Compensation |
|---|---|---|
EVEREN SECURITIES INC1 year Filed as: EVEREN CAPITAL CORPORATION Service code 26 · EIN 36-4019175 | Advisory (Participants) | $100,722 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $78,706 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $8,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $286,482 | $61,356+366.9% | $149,696+91.4% | $71,511+300.6% |
| Participation rate | 97.1% | 62.5%+34.5pp | 78.8%+18.3pp | 67.9%+29.1pp |
| Annual return | 19.13% | 35.86%-16.7pp | 134.46%-115.3pp | 28.86%-9.7pp |
| Employer contribution / active EE | $9,724 | $2,382+308.3% | $4,821+101.7% | $2,589+275.6% |
| Participant deferral / active EE | $15,742 | $2,920+439.2% | $5,682+177.1% | $4,291+266.9% |
| Admin fee / account holder | $932 | $1,263-26.2% | $13,212-92.9% | $1,588-41.3% |