Filed April 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
KSJG, LLP2+ years Filed as: KSJG Service code 10 · EIN 95-3322166 | Accounting | $8,250 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $7,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,693 | $41,281+78.5% | $109,313-32.6% | $57,658+27.8% |
| Participation rate | 53.8% | 59.3%-5.6pp | 71.3%-17.5pp | 70.2%-16.5pp |
| Annual return | 9.55% | 8.97%+0.6pp | 22.07%-12.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $143 | $1,201-88.1% | $3,892-96.3% | $1,974-92.8% |
| Participant deferral / active EE | $4,823 | $2,223+116.9% | $3,166+52.3% | $3,061+57.6% |
| Admin fee / account holder | $84 | $75+12.2% | $5,666-98.5% | $95-10.7% |