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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $58,192 |
ERNST & YOUNG LLP3 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $38,000 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $36,915 |
ZELENKOFSKE AXELROD LLC5+ years Service code 10 · EIN 23-3022325 | Accounting | $8,775 |
MATRIX TRUST COMPANY4 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.
Annual investment return 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 | $88,675 | $95,776-7.4% | $162,185-45.3% | $77,775+14.0% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 8.68% | 37.03%-28.4pp | 115.61%-106.9pp | 32.58%-23.9pp |
| Employer contribution / active EE | $1,267 | $3,874-67.3% | $5,613-77.4% | $2,504-49.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $56 | $88-36.3% | $10,844-99.5% | $100-44.2% |