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| Provider | Service type | Compensation |
|---|---|---|
COMYNS, SMITH, MCCLEARY & DEAVER3+ years Service code 10 · EIN 68-0307221 | Accounting | $40,115 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $16,005 |
ACCLARO VALUATION ADVISORS3+ years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $9,500 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,374 | $81,494-11.2% | $133,978-46.0% | $73,497-1.5% |
| Participation rate | 92.6% | 76.4%+16.2pp | 79.8%+12.7pp | 70.7%+21.9pp |
| Annual return | 37.50% | 19.40%+18.1pp | 45.10%-7.6pp | 28.51%+9.0pp |
| Employer contribution / active EE | $1,104 | $2,210-50.0% | $3,919-71.8% | $2,270-51.4% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $532 | $713-25.4% | $8,930-94.0% | $513+3.8% |