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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $19,965 |
Filed as: COMYNS, SMITH, MCCLEARY & DEAVER Service code 10 · EIN 68-0307221 | Accounting | $18,500 |
ACCLARO VALUATION ADVISORS4+ years Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Direct ... | $10,000 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,100 | $93,182-13.0% | $146,665-44.7% | $79,386+2.2% |
| Participation rate | 90.6% | 76.4%+14.1pp | 80.1%+10.5pp | 70.7%+19.9pp |
| Annual return | 20.16% | 21.61%-1.5pp | 22.74%-2.6pp | 116.85%-96.7pp |
| Employer contribution / active EE | $633 | $2,420-73.8% | $4,136-84.7% | $2,427-73.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $383 | $585-34.5% | $10,280-96.3% | $626-38.9% |