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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $108,185 |
HYAS GROUP, LLC3 years Filed as: HYAS GROUP Service code 21 108 NW 9TH AVE. #203 · PORTLAND, OR 97209 | Bank Trustee | $38,000 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $21,436 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,283 | $61,756+8.9% | $69,884-3.7% | $77,906-13.6% |
| Participation rate | 98.1% | 79.9%+18.2pp | 70.5%+27.6pp | 73.7%+24.4pp |
| Annual return | 2.32% | -11.86%+14.2pp | 190.81%-188.5pp | 12.16%-9.8pp |
| Employer contribution / active EE | $7,842 | $2,706+189.8% | $2,560+206.3% | $2,846+175.5% |
| Participant deferral / active EE | $1,652 | $3,977-58.5% | $3,848-57.1% | $4,805-65.6% |
| Admin fee / account holder | $131 | $101+29.3% | $6,266-97.9% | $133-1.2% |