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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,426 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 59 · EIN 41-1416330 | Shareholder Servicing | $10,661 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,139 |
MATRIX TRUST COMPANY6 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 | $141,983 | $53,344+166.2% | $121,210+17.1% | $74,473+90.7% |
| Participation rate | 23.7% | 60.0%-36.3pp | 69.5%-45.9pp | 70.7%-47.1pp |
| Annual return | 17.21% | 35.15%-17.9pp | 987.41%-970.2pp | 34.36%-17.1pp |
| Employer contribution / active EE | $210 | $1,898-88.9% | $4,171-95.0% | $2,638-92.1% |
| Participant deferral / active EE | $1,974 | $3,220-38.7% | $4,084-51.7% | $4,530-56.4% |
| Admin fee / account holder | $149 | $382-61.1% | $5,647-97.4% | $347-57.2% |