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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $68,395 |
ERNST & YOUNG LLP4 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $38,000 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $37,654 |
ZELENKOFSKE AXELROD LLC6+ years Service code 10 · EIN 23-3022325 | Accounting | $8,775 |
MATRIX TRUST COMPANY5 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 | $73,509 | $110,699-33.6% | $177,848-58.7% | $90,274-18.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | -6.79% | 22.79%-29.6pp | 48.33%-55.1pp | 53.97%-60.8pp |
| Employer contribution / active EE | $1,403 | $4,118-65.9% | $5,919-76.3% | $2,523-44.4% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $60 | $90-33.3% | $12,431-99.5% | $114-47.4% |