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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $61,451 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $3,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $268,864 | $61,166+339.6% | $185,849+44.7% | $79,391+238.7% |
| Participation rate | 95.7% | 66.6%+29.1pp | 81.7%+14.0pp | 70.7%+25.0pp |
| Annual return | 17.31% | 19.45%-2.1pp | 122.10%-104.8pp | 116.88%-99.6pp |
| Employer contribution / active EE | $7,844 | $2,321+238.0% | $5,169+51.8% | $2,428+223.1% |
| Participant deferral / active EE | $7,436 | $2,789+166.6% | $5,569+33.5% | $4,046+83.8% |
| Admin fee / account holder | $270 | $710-62.0% | $16,244-98.3% | $627-57.0% |