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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $42,877 |
MATRIX TRUST COMPANY10+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $24,617 |
HAYNIE & COMPANY5 years Service code 10 · EIN 87-0325228 | Accounting | $20,664 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -0.17% | 9.98%-10.1pp | 9.14%-9.3pp | 8.21%-8.4pp |
| Employer contribution / active EE | $9,118 | $11,917-23.5% | $40,523-77.5% | $13,837-34.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |