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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,626 | $118,337-58.1% | $189,537-73.8% | $93,010-46.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | -13.67% | 21.77%-35.4pp | 555.34%-569.0pp | 158.70%-172.4pp |
| Employer contribution / active EE | $1,344 | $4,204-68.0% | $6,161-78.2% | $2,705-50.3% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $59 | $100-41.2% | $12,048-99.5% | $152-61.4% |