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| Provider | Service type | Compensation |
|---|---|---|
COMYNS, SMITH, MCCLEARY & DEAVER5+ years Service code 10 · EIN 68-0307221 | Accounting | $19,000 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $13,856 |
ACCLARO VALUATION ADVISORS5+ years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $10,750 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,204 | $81,870+9.0% | $119,634-25.4% | $68,490+30.2% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | 16.69% | -23.82%+40.5pp | -14.98%+31.7pp | -7.85%+24.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $338 | $6,583-94.9% | $10,329-96.7% | $5,403-93.7% |