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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $29,234 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS Service code 59 · EIN 41-1416330 | Shareholder Servicing | $22,015 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,590 |
MATRIX TRUST COMPANY5 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,710 | $47,898+191.7% | $117,529+18.9% | $64,824+115.5% |
| Participation rate | 28.2% | 61.9%-33.7pp | 70.6%-42.4pp | 71.5%-43.3pp |
| Annual return | -14.87% | -15.54%+0.7pp | 29.77%-44.6pp | 32.84%-47.7pp |
| Employer contribution / active EE | $261 | $1,774-85.3% | $4,179-93.8% | $2,507-89.6% |
| Participant deferral / active EE | $2,443 | $3,151-22.4% | $4,072-40.0% | $4,311-43.3% |
| Admin fee / account holder | $255 | $132+93.7% | $5,645-95.5% | $188+35.9% |