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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $191,619 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $172,667 |
OPPENHEIMER2+ years Service code 28 · EIN 13-3459790 | Investment Management | $89,088 |
MERCER2+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $44,765 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $11,022 |
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 | $344,421 | $37,213+825.5% | $156,551+120.0% | $63,975+438.4% |
| Participation rate | 98.3% | 65.0%+33.3pp | 84.0%+14.2pp | 71.1%+27.1pp |
| Annual return | 8.73% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $20,091 | $1,357+1380.6% | $5,501+265.2% | $2,182+820.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $555 | $56+885.8% | $13,028-95.7% | $70+688.3% |