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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS Service code 11 · EIN 47-3503928 | Actuarial | $43,740 |
Service code 11 · EIN 31-1582098 | Actuarial | $41,480 |
MATRIX TRUST COMPANY2 years Filed as: BROADRIDGE MATRIX Service code 21 · EIN 75-3182674 | Bank Trustee | $27,006 |
Filed as: KRONICK KALADY 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.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 11.71% | 22.74%-11.0pp | 16.78%-5.1pp | 13.95%-2.2pp |
| Employer contribution / active EE | $60,769 | $16,157+276.1% | $26,328+130.8% | $16,598+266.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |