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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 2800 NORTH CENTRAL AVENUE, SUITE 90 · PHOENIX, AZ 85004 | Securities Custodian | $926,644 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $390,376 |
FABIAN & BYRN LLC2+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $193,304 |
MPC CAPITAL ADVISORS LLC1 year Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $113,300 |
MSPC2+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $37,631 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07102 | Legal | $27,059 |
TOBIA & SORGER ESQS. LLC2+ years Filed as: TOBIA & SORGER ESQS. Service code 29 · EIN 20-2110835 | Legal | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,748 | $54,392+144.1% | $84,753+56.6% | $63,975+107.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.15% | 611.38%-605.2pp | 22.78%-16.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $7,173 | $2,943+143.7% | $3,574+100.7% | $2,182+228.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $478 | $136+251.9% | $5,333-91.0% | $70+578.7% |