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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $87,020 |
ERNST & YOUNG LLP5 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $38,500 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $38,434 |
ZELENKOFSKE AXELROD LLC7+ years Service code 10 · EIN 23-3022325 | Accounting | $9,500 |
MATRIX TRUST COMPANY6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,626 | $118,337-58.1% | $189,513-73.8% | $93,030-46.7% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | -13.67% | 21.77%-35.4pp | 555.15%-568.8pp | 158.70%-172.4pp |
| Employer contribution / active EE | $1,344 | $4,204-68.0% | $6,162-78.2% | $2,706-50.3% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $59 | $100-41.2% | $12,045-99.5% | $152-61.4% |