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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMYNS, SMITH, MCCLEARY & DEAVER Service code 10 · EIN 68-0307221 | Accounting | $20,000 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $15,605 |
ACCLARO VALUATION ADVISORS6+ years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $11,250 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,240 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,832 | $91,538-3.0% | $129,995-31.7% | $75,163+18.2% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | -2.59% | -631.11%+628.5pp | -137.18%+134.6pp | 160.62%-163.2pp |
| Employer contribution / active EE | $10,995 | $2,845+286.4% | $4,320+154.5% | $2,670+311.8% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $364 | $6,790-94.6% | $10,614-96.6% | $5,651-93.6% |