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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,107 |
ACCLARO VALUATION ADVISORS2+ years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $9,000 |
COMYNS, SMITH, MCCLEARY & DEAVER2+ years Service code 10 · EIN 68-0307221 | Accounting | $7,875 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $5,215 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,626 | $86,332-39.0% | $125,180-58.0% | $65,185-19.3% |
| Participation rate | 96.3% | 75.3%+21.0pp | 79.8%+16.5pp | 70.2%+26.1pp |
| Annual return | -12.84% | 27.43%-40.3pp | 43.79%-56.6pp | 29.38%-42.2pp |
| Employer contribution / active EE | $1,848 | $2,040-9.4% | $3,866-52.2% | $2,177-15.1% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $335 | $609-45.0% | $9,703-96.5% | $847-60.5% |