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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3523567 | Advisory (Participants) | $50,772 |
Filed as: BENCIVENGA WARD COMPANY CPAS PC Service code 10 · EIN 13-3274930 | Accounting | $26,123 |
HARPER DANESH LLC7+ years Service code 11 · EIN 27-3395775 | Actuarial | $21,267 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX Service code 15 · EIN 75-3182674 | Recordkeeping | $14,815 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,165-100.0% | $369,410-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 36.6%-36.6pp | 29.4%-29.4pp | 37.6%-37.6pp |
| Annual return | -2.82% | 8.08%-10.9pp | 8.29%-11.1pp | 9.30%-12.1pp |
| Employer contribution / active EE | $0 | $44,987-100.0% | $40,774-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,690-100.0% | $4,495-100.0% | $12,596-100.0% |