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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $36,983 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $15,854 |
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 | $249,842 | $61,391+307.0% | $149,723+66.9% | $71,529+249.3% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.1pp | 67.9%+30.0pp |
| Annual return | 21.56% | 35.88%-14.3pp | 134.50%-112.9pp | 28.97%-7.4pp |
| Employer contribution / active EE | $10,147 | $2,384+325.7% | $4,821+110.5% | $2,590+291.8% |
| Participant deferral / active EE | $9,304 | $2,921+218.6% | $5,682+63.7% | $4,291+116.8% |
| Admin fee / account holder | $364 | $1,264-71.2% | $13,215-97.2% | $1,588-77.1% |