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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $69,715 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $7,681 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $113,535 | $71,873+58.0% | $86,698+31.0% | $68,490+65.8% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -17.38% | 3.54%-20.9pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,807 | $2,173-16.9% | $2,837-36.3% | $2,597-30.4% |
| Participant deferral / active EE | $3,973 | $3,779+5.1% | $4,656-14.7% | $4,028-1.4% |
| Admin fee / account holder | $569 | $6,110-90.7% | $7,492-92.4% | $5,403-89.5% |