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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $229,825 |
MATRIX TRUST COMPANY1+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $190,391 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,150 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $31,000 |
MERCER1+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $25,369 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,693 | $47,456+78.5% | $172,757-51.0% | $77,775+8.9% |
| Participation rate | 74.9% | 66.3%+8.7pp | 82.6%-7.7pp | 73.2%+1.7pp |
| Annual return | 18.42% | 35.57%-17.2pp | 803.06%-784.6pp | 32.58%-14.2pp |
| Employer contribution / active EE | $8,268 | $1,574+425.2% | $5,144+60.7% | $2,504+230.2% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $152 | $81+87.8% | $13,956-98.9% | $100+51.7% |