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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $11,280 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $2,759 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,898 | $50,820-39.2% | $155,567-80.1% | $77,671-60.2% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 15.92% | 34.85%-18.9pp | 64.74%-48.8pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,535 | $1,993+27.2% | $4,674-45.8% | $2,726-7.0% |
| Participant deferral / active EE | $4,047 | $2,823+43.4% | $5,628-28.1% | $4,648-12.9% |
| Admin fee / account holder | $13 | $436-97.1% | $15,916-99.9% | $430-97.1% |