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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 16030 VENTURA BLVD. STE. 200 · ENCINO, CA 91436 | Pension Consulting | $91,645 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD, MULLIN, RICHTER & HAMPTON Service code 29 · EIN 95-1463164 | Legal | $19,880 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $4,253 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 4.91% | 45.66%-40.8pp | 5.00%-0.1pp | 11.88%-7.0pp |
| Employer contribution / active EE | $35,564 | $9,637+269.0% | $35,918-1.0% | $14,612+143.4% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |