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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $38,675 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,394 |
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 | $287,913 | $55,470+419.0% | $155,556+85.1% | $74,478+286.6% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 18.06% | 269.80%-251.7pp | 64.84%-46.8pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $10,156 | $2,267+348.0% | $4,675+117.2% | $2,626+286.7% |
| Participant deferral / active EE | $9,418 | $2,838+231.9% | $5,631+67.3% | $4,350+116.5% |
| Admin fee / account holder | $415 | $1,744-76.2% | $15,885-97.4% | $1,946-78.7% |