Filed October 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $38,778 |
Service code 12 · EIN 75-2866255 | Named fiduciary; Participant loan pro... | $33,160 |
IRONSHORE FINANCIAL, LLC6 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $30,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,554 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $17,850 |
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 | $316,866 | $106,264+198.2% | $147,117+115.4% | $77,762+307.5% |
| Participation rate | 85.6% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 15.59% | 56.94%-41.3pp | 420.54%-404.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $12,747 | $4,074+212.9% | $4,932+158.4% | $2,728+367.2% |
| Participant deferral / active EE | $7,517 | $8,003-6.1% | $8,065-6.8% | $4,651+61.6% |
| Admin fee / account holder | $459 | $334+37.4% | $12,993-96.5% | $433+6.1% |