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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3523567 | Advisory (Participants) | $64,642 |
HARPER DANESH LLC4+ years Service code 11 · EIN 27-3395775 | Actuarial | $25,099 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 27 · EIN 75-3182674 | Advisory (Plan) | $16,100 |
Filed as: BENCIVENGA WARD & COMPANY, CPAS Service code 10 · EIN 13-3274930 | Accounting | $14,093 |
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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 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | -1.79% | -2.74%+0.9pp | -3.29%+1.5pp | 10.56%-12.4pp |
| Employer contribution / active EE | $0 | $9,887-100.0% | $36,762-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |