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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 | $55,446+419.3% | $155,574+85.1% | $74,429+286.8% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 18.06% | 269.20%-251.1pp | 64.87%-46.8pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $10,156 | $2,266+348.1% | $4,676+117.2% | $2,625+286.9% |
| Participant deferral / active EE | $9,418 | $2,836+232.1% | $5,629+67.3% | $4,348+116.6% |
| Admin fee / account holder | $415 | $1,743-76.2% | $15,914-97.4% | $1,944-78.7% |