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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 15 · EIN 75-3182674 | Recordkeeping | $1,170,037 |
BENESYS, INC.8+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $314,560 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $131,226 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $87,083 |
L.M. HENDERSON & COMPANY, LLP8+ years Service code 10 · EIN 20-5520612 | Accounting | $47,304 |
JOHNSON & KROL, LLC4 years Filed as: JOHNSON & KROL LLC Service code 10 · EIN 36-4342024 | Accounting | $35,571 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRINTING COMPANY Service code 36 34895 GROESBECK HWY · CLINTON TWP, MI 48035 | Copying and duplicating; Direct payme... | $30,553 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,286 | $161,802-84.4% | $96,564-73.8% | $96,393-73.8% |
| Participation rate | 100.0% | 92.5%+7.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 10.13% | 18.41%-8.3pp | 25.89%-15.8pp | 22.88%-12.8pp |
| Employer contribution / active EE | $2,304 | $5,381-57.2% | $2,967-22.3% | $3,239-28.9% |
| Participant deferral / active EE | $0 | $8,927-100.0% | $4,852-100.0% | $5,455-100.0% |
| Admin fee / account holder | $56 | $61-8.2% | $8,256-99.3% | $74-24.3% |