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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $1,103,190 |
BENESYS, INC.7+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $298,755 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $111,926 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
L.M. HENDERSON & COMPANY, LLP7+ years Service code 10 · EIN 20-5520612 | Accounting | $54,107 |
JOHNSON & KROL, LLC3 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $40,797 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING COMPANY Service code 36 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Copying and duplicating; Direct payme... | $0 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,380 | $138,331-83.1% | $86,717-73.0% | $89,433-73.9% |
| Participation rate | 100.0% | 88.9%+11.1pp | 76.6%+23.4pp | 71.3%+28.7pp |
| Annual return | -12.16% | -11.72%-0.4pp | 35.97%-48.1pp | -11.88%-0.3pp |
| Employer contribution / active EE | $2,057 | $4,812-57.2% | $2,837-27.5% | $3,021-31.9% |
| Participant deferral / active EE | $0 | $8,027-100.0% | $4,657-100.0% | $5,125-100.0% |
| Admin fee / account holder | $55 | $64-14.0% | $7,494-99.3% | $79-30.6% |