Filed August 24, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $144,287 |
LPL FINANCIAL2+ years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $60,000 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $27,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,635 | $38,963-13.7% | $71,793-53.1% | $329,111-89.8% |
| Participation rate | 22.1% | 53.8%-31.6pp | 69.1%-47.0pp | 67.9%-45.7pp |
| Annual return | 11.24% | 9.85%+1.4pp | 78.04%-66.8pp | 16.35%-5.1pp |
| Employer contribution / active EE | $556 | $758-26.7% | $1,924-71.1% | $2,303-75.9% |
| Participant deferral / active EE | $923 | $1,286-28.3% | $2,794-67.0% | $3,682-74.9% |
| Admin fee / account holder | $85 | $50+69.0% | $4,815-98.2% | $754-88.7% |