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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 34 · EIN 11-2551174 | Direct payment from the plan; Valuati... | $27,505 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,295 |
COMYNS, SMITH, MCCLEARY & DEAVER5+ years Service code 10 · EIN 68-0307221 | Accounting | $14,500 |
MATRIX TRUST COMPANY5+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $9,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $221,812 | $81,474+172.2% | $133,959+65.6% | $73,493+201.8% |
| Participation rate | 94.4% | 76.4%+18.0pp | 79.8%+14.6pp | 70.7%+23.7pp |
| Annual return | 10.19% | 19.40%-9.2pp | 45.09%-34.9pp | 28.51%-18.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,539 | $3,786+46.3% | $5,047+9.7% | $3,740+48.1% |
| Admin fee / account holder | $521 | $713-27.0% | $8,928-94.2% | $513+1.5% |