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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES Service code 13 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $0 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,363 | $88,087-41.7% | $164,866-68.8% | $74,546-31.1% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 13.34% | 17.27%-3.9pp | 69.97%-56.6pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,624 | $2,595+39.6% | $4,343-16.6% | $2,624+38.1% |
| Participant deferral / active EE | $2,706 | $4,499-39.9% | $6,033-55.1% | $4,347-37.8% |
| Admin fee / account holder | $206 | $2,232-90.8% | $12,689-98.4% | $1,944-89.4% |