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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.
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 | $424,630 | $106,028+300.5% | $146,958+188.9% | $77,643+446.9% |
| Participation rate | 70.4% | 78.4%-8.0pp | 82.2%-11.8pp | 70.6%-0.2pp |
| Annual return | 10.40% | 56.73%-46.3pp | 418.34%-407.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $16,513 | $4,063+306.4% | $4,933+234.7% | $2,726+505.8% |
| Participant deferral / active EE | $8,227 | $7,990+3.0% | $8,070+1.9% | $4,647+77.0% |
| Admin fee / account holder | $640 | $337+89.6% | $12,998-95.1% | $430+48.6% |