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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $83,127 |
GRP FINANCIAL1 year Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,235 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,450 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,765 | $95,274+317.5% | $135,903+192.7% | $74,419+434.5% |
| Participation rate | 71.8% | 78.2%-6.3pp | 81.9%-10.1pp | 70.7%+1.1pp |
| Annual return | 15.13% | 32.77%-17.6pp | 68.23%-53.1pp | 34.38%-19.2pp |
| Employer contribution / active EE | $11,362 | $3,874+193.3% | $4,856+134.0% | $2,637+330.8% |
| Participant deferral / active EE | $8,251 | $7,782+6.0% | $7,758+6.4% | $4,528+82.2% |
| Admin fee / account holder | $753 | $266+183.0% | $10,762-93.0% | $348+116.5% |