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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 13 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $0 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,729 | $83,045-48.5% | $130,026-67.1% | $71,495-40.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 17.15% | 20.61%-3.5pp | -137.26%+154.4pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,351 | $2,623+27.7% | $4,321-22.5% | $2,589+29.4% |
| Participant deferral / active EE | $1,866 | $4,436-57.9% | $5,821-67.9% | $4,291-56.5% |
| Admin fee / account holder | $169 | $1,727-90.2% | $10,608-98.4% | $1,588-89.3% |