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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $30,341 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS Service code 59 · EIN 20-0563684 | Shareholder Servicing | $28,244 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,006 |
MATRIX TRUST COMPANY7 years Filed as: MSCS FINANCIAL SERVICES Service code 19 · EIN 33-1151291 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $159,571 | $62,541+155.1% | $129,406+23.3% | $200,096-20.3% |
| Participation rate | 19.7% | 56.8%-37.0pp | 69.6%-49.9pp | 72.0%-52.3pp |
| Annual return | 15.30% | 16.95%-1.6pp | 9468.18%-9452.9pp | 34.26%-19.0pp |
| Employer contribution / active EE | $199 | $2,392-91.7% | $4,155-95.2% | $3,038-93.5% |
| Participant deferral / active EE | $1,772 | $3,123-43.2% | $4,167-57.5% | $5,090-65.2% |
| Admin fee / account holder | $222 | $167+33.0% | $7,689-97.1% | $269-17.6% |