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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS Service code 11 · EIN 47-3503928 | Actuarial | $198,933 |
Service code 11 · EIN 31-1582098 | Actuarial | $141,840 |
MATRIX TRUST COMPANY2 years Filed as: BROADRIDGE MATRIX Service code 21 · EIN 75-3182674 | Bank Trustee | $87,855 |
CAP FINANCIAL PARTNERS, LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Filed as: KRONICK KALADA BERDY & CO, PC Service code 10 · EIN 23-2667890 | Accounting | $9,300 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.22% | 79.68%-68.5pp | 16.78%-5.6pp | 23.90%-12.7pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |