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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 16030 VENTURA BLVD. STE. 200 · ENCINO, CA 91436 | Pension Consulting | $67,261 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $49,078 |
SHEPPARD MULLIN3 years Filed as: SHEPPARD, MULLIN, RICHTER & HAMPTON Service code 17 333 SOUTH HOPE STREET, 43RD FLOOR · LOS ANGELES, CA 900711422 | Pension Consulting | $8,632 |
MATRIX TRUST COMPANY4+ 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 | $8,147 |
SNEAD & ASSOCIATES, LLP1 year Service code 10 · EIN 20-0917166 | Accounting | $7,500 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -6.72% | -2.51%-4.2pp | -102.04%+95.3pp | -0.69%-6.0pp |
| Employer contribution / active EE | $35,842 | $11,346+215.9% | $36,232-1.1% | $16,786+113.5% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |