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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $171,461 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $162,943 |
OPPENHEIMER1+ years Service code 28 · EIN 13-3459790 | Investment Management | $56,504 |
MERCER1+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $42,636 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 | Investment Management | $14,581 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $338,497 | $37,039+813.9% | $147,618+129.3% | $59,188+471.9% |
| Participation rate | 99.6% | 63.8%+35.9pp | 84.6%+15.0pp | 69.4%+30.2pp |
| Annual return | -1.46% | 7.19%-8.6pp | 61.98%-63.4pp | 5.51%-7.0pp |
| Employer contribution / active EE | $22,638 | $1,353+1573.3% | $5,564+306.8% | $2,098+979.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $264 | $60+338.4% | $11,612-97.7% | $92+186.2% |