Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 2800 NORTH CENTRAL AVENUE, SUITE 90 · PHOENIX, AZ 85004 | Securities Custodian | $952,361 |
FABIAN & BYRN LLC3+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $141,673 |
MPC CAPITAL ADVISORS LLC2 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $135,914 |
MSPC3+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $44,743 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07102 | Legal | $27,766 |
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 | $146,522 | $221,442-33.8% | $92,240+58.8% | $77,958+88.0% |
| Participation rate | 99.6% | 79.6%+20.0pp | 76.5%+23.1pp | 71.6%+27.9pp |
| Annual return | 13.52% | 15.65%-2.1pp | 176.29%-162.8pp | 20.87%-7.4pp |
| Employer contribution / active EE | $8,357 | $3,226+159.1% | $3,680+127.1% | $2,310+261.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $361 | $210+72.0% | $5,194-93.1% | $97+270.4% |