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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 | $106,110+300.2% | $147,005+188.9% | $77,671+446.7% |
| Participation rate | 70.4% | 78.4%-8.0pp | 82.2%-11.8pp | 70.6%-0.2pp |
| Annual return | 10.40% | 56.77%-46.4pp | 418.76%-408.4pp | 31.21%-20.8pp |
| Employer contribution / active EE | $16,513 | $4,065+306.2% | $4,934+234.7% | $2,726+505.6% |
| Participant deferral / active EE | $8,227 | $7,992+2.9% | $8,070+2.0% | $4,648+77.0% |
| Admin fee / account holder | $640 | $338+89.4% | $13,006-95.1% | $430+48.6% |