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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 12790 MERIT DR, STE 800 · DALLAS, TX 75251 | Recordkeeping | $41,093 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $22,130 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $20,000 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $14,958 |
MATRIX TRUST COMPANY5 years Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $9,495 |
Service code 29 20445 EMERALD PARKWAY · CLEVELAND, OH 44135 | Legal | $7,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,400 | $83,023+36.6% | $102,437+10.7% | $77,762+45.8% |
| Participation rate | 80.8% | 71.5%+9.3pp | 74.5%+6.3pp | 70.6%+10.2pp |
| Annual return | 11.87% | 19.12%-7.3pp | 24.95%-13.1pp | 31.27%-19.4pp |
| Employer contribution / active EE | $6,310 | $3,552+77.6% | $3,871+63.0% | $2,728+131.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $572 | $639-10.5% | $8,388-93.2% | $433+32.1% |