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| Provider | Service type | Compensation |
|---|---|---|
OSWALD FINANCIAL, INC.6+ years Service code 27 · EIN 34-1892136 1360 EAST NINTH STREET · CLEVELAND, OH 44114 | Advisory (Plan) | $25,983 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Securities Custodian | $8,959 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 9.29% | 11.70%-2.4pp | 7.32%+2.0pp | 18.35%-9.1pp |
| Employer contribution / active EE | $4,865 | $9,106-46.6% | $23,426-79.2% | $14,669-66.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |