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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $5,853 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $2,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,052 | $106,264-68.0% | $147,117-76.9% | $77,762-56.2% |
| Participation rate | 43.8% | 78.4%-34.6pp | 82.2%-38.3pp | 70.6%-26.7pp |
| Annual return | 31.57% | 56.94%-25.4pp | 420.54%-389.0pp | 31.27%+0.3pp |
| Employer contribution / active EE | $1,305 | $4,074-68.0% | $4,932-73.5% | $2,728-52.2% |
| Participant deferral / active EE | $2,115 | $8,003-73.6% | $8,065-73.8% | $4,651-54.5% |
| Admin fee / account holder | $42 | $334-87.3% | $12,993-99.7% | $433-90.2% |