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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $79,913 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 36-1090346 | Accounting | $26,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS, LLP Service code 27 · EIN 47-5334534 | Advisory (Plan) | $20,740 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,026 |
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 | $330,926 | $45,343+629.8% | $150,298+120.2% | $67,986+386.8% |
| Participation rate | 94.8% | 51.9%+42.9pp | 77.8%+17.0pp | 57.2%+37.6pp |
| Annual return | 14.68% | 33.28%-18.6pp | 62.79%-48.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $9,765 | $1,462+568.0% | $4,154+135.1% | $2,019+383.7% |
| Participant deferral / active EE | $10,241 | $2,055+398.4% | $5,453+87.8% | $3,358+205.0% |
| Admin fee / account holder | $858 | $2,250-61.9% | $14,116-93.9% | $3,203-73.2% |