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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.4+ years Service code 13 · EIN 04-3760707 | Contract Administrator | $55,489 |
ERNST & YOUNG LLP2 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $37,750 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $36,174 |
ZELENKOFSKE AXELROD LLC4+ years Service code 10 · EIN 23-3022325 | Accounting | $8,837 |
MATRIX TRUST COMPANY3 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,337 | $82,546+16.7% | $140,019-31.2% | $75,289+28.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 13.78% | -0.36%+14.1pp | 651.17%-637.4pp | -0.04%+13.8pp |
| Employer contribution / active EE | $581 | $3,856-84.9% | $5,605-89.6% | $2,405-75.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $61 | $86-28.3% | $10,705-99.4% | $102-39.9% |