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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $34,352 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 16 4901 VINELAND ROAD · ORLANDO, FL 32811 | Consulting | $20,000 |
YURCHYK & DAVIS CPA'S, INC.6+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $15,980 |
BENESYS, INC.6+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $13,701 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,202 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $8,024 |
Service code 29 · EIN 34-1224415 | Legal | $5,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,717 | $91,517+16.6% | $101,275+5.4% | $73,412+45.4% |
| Participation rate | 42.3% | 73.8%-31.4pp | 75.8%-33.5pp | 72.2%-29.8pp |
| Annual return | 15.54% | 17.17%-1.6pp | 46.48%-30.9pp | 59.30%-43.8pp |
| Employer contribution / active EE | $2,382 | $2,877-17.2% | $3,660-34.9% | $2,234+6.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $589 | $216+172.9% | $5,948-90.1% | $158+273.1% |