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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY9 years Service code 19 · EIN 75-3182674 | Securities Custodian | $69,452 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $68,268 |
GRP FINANCIAL2 years Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,630 | $106,264+299.6% | $147,117+188.6% | $77,762+446.1% |
| Participation rate | 70.4% | 78.4%-8.1pp | 82.2%-11.8pp | 70.6%-0.2pp |
| Annual return | 10.40% | 56.94%-46.5pp | 420.54%-410.1pp | 31.27%-20.9pp |
| Employer contribution / active EE | $16,513 | $4,074+305.3% | $4,932+234.8% | $2,728+505.3% |
| Participant deferral / active EE | $8,227 | $8,003+2.8% | $8,065+2.0% | $4,651+76.9% |
| Admin fee / account holder | $640 | $334+91.3% | $12,993-95.1% | $433+47.8% |