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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 64 · EIN 91-0675641 | Recordkeeping Fees | $60,290 |
VERUS9 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $57,260 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $29,067 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $20,922 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,485 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $8,155 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,522 | $92,224+1.4% | $105,223-11.1% | $79,634+17.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 5.49% | 88.65%-83.2pp | 180.65%-175.2pp | 36.46%-31.0pp |
| Employer contribution / active EE | $7,139 | $3,965+80.1% | $3,689+93.6% | $2,529+182.3% |
| Participant deferral / active EE | $765 | $3,834-80.0% | $5,072-84.9% | $3,835-80.0% |
| Admin fee / account holder | $438 | $1,121-60.9% | $8,859-95.1% | $1,002-56.3% |