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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,852 |
GRP FINANCIAL2 years Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,000 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,887 | $101,499+100.9% | $147,005+38.7% | $74,546+173.5% |
| Participation rate | 36.3% | 75.5%-39.2pp | 82.2%-45.8pp | 67.2%-30.9pp |
| Annual return | 53.42% | 8732.34%-8678.9pp | 418.76%-365.3pp | 1366.03%-1312.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,360 | $7,304-26.6% | $8,070-33.6% | $4,347+23.3% |
| Admin fee / account holder | $132 | $1,748-92.4% | $13,006-99.0% | $1,944-93.2% |