Filed April 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OCTAVIA Service code 26 4000 SMITH RD · CINCINNATI, OH 45206 | Advisory (Participants) | $46,656 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $11,083 |
SHEAKLEY WORKFORCE MANAGEMENT3+ years Service code 13 · EIN 82-3571106 | Contract Administrator | $8,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,857 | $100,801-29.7% | $149,696-52.7% | $73,409-3.5% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.0pp |
| Annual return | 19.10% | 265.34%-246.2pp | 276.60%-257.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,249 | $3,312-62.3% | $4,644-73.1% | $2,234-44.1% |
| Participant deferral / active EE | $3,610 | $6,404-43.6% | $6,842-47.2% | $3,805-5.1% |
| Admin fee / account holder | $172 | $181-4.7% | $9,309-98.1% | $158+9.2% |