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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $66,604 |
HYAS GROUP, LLC1 year Filed as: HYAS GROUP Service code 21 108 NW 9TH AVE. #203 · PORTLAND, OR 97209 | Bank Trustee | $44,333 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $13,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,498 | $72,066+6.1% | $81,716-6.4% | $90,274-15.3% |
| Participation rate | 45.4% | 78.9%-33.5pp | 72.0%-26.6pp | 73.4%-27.9pp |
| Annual return | -6.94% | 15.92%-22.9pp | 29.49%-36.4pp | 53.97%-60.9pp |
| Employer contribution / active EE | $4,961 | $2,335+112.5% | $4,310+15.1% | $2,523+96.6% |
| Participant deferral / active EE | $0 | $3,557-100.0% | $7,108-100.0% | $4,231-100.0% |
| Admin fee / account holder | $158 | $92+70.5% | $5,159-96.9% | $114+38.2% |