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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $8,513 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $8,500 |
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 | $246,685 | $45,043+447.7% | $63,005+291.5% | $70,124+251.8% |
| Participation rate | 96.5% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+26.9pp |
| Annual return | 17.30% | 18.76%-1.5pp | 87.59%-70.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $16,893 | $2,052+723.2% | $2,760+512.0% | $2,342+621.2% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $266 | $2,833-90.6% | $3,599-92.6% | $4,645-94.3% |