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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 | $88,203-41.8% | $165,100-68.9% | $74,478-31.0% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 13.34% | 17.13%-3.8pp | 70.21%-56.9pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $3,624 | $2,601+39.3% | $4,348-16.7% | $2,626+38.0% |
| Participant deferral / active EE | $2,706 | $4,505-39.9% | $6,035-55.2% | $4,350-37.8% |
| Admin fee / account holder | $206 | $2,235-90.8% | $12,696-98.4% | $1,946-89.4% |