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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $34,334 |
MATRIX TRUST COMPANY9 years Service code 19 · EIN 75-3182674 | Securities Custodian | $33,783 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $28,500 |
Filed as: SHUMAKER, LOOP AND KENDRICK Service code 29 · EIN 34-4439491 | Legal | $26,584 |
LEGACY PROFESSIONALS LLP6 years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $16,000 |
WILSON-MCSHANE CORPORATION8 years Service code 13 · EIN 41-0956552 | Contract Administrator | $14,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $371,467 | $83,843+343.1% | $123,973+199.6% | $65,306+468.8% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 8.91% | 19.87%-11.0pp | 388.13%-379.2pp | 21.94%-13.0pp |
| Employer contribution / active EE | $12,911 | $2,873+349.3% | $4,126+212.9% | $1,967+556.2% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1,029 | $4,735-78.3% | $11,799-91.3% | $3,480-70.4% |