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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.5+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $0 |
MATRIX TRUST COMPANY5+ years Service code 18 · EIN 71-3182674 | Direct payment from the plan; Custodi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,189 | $50,982-74.1% | $154,803-91.5% | $85,563-84.6% |
| Participation rate | 28.0% | 59.8%-31.8pp | 78.1%-50.1pp | 66.0%-38.0pp |
| Annual return | 27.36% | 30.35%-3.0pp | 58.88%-31.5pp | 31.51%-4.2pp |
| Employer contribution / active EE | $487 | $1,708-71.5% | $4,305-88.7% | $2,654-81.6% |
| Participant deferral / active EE | $741 | $2,474-70.0% | $5,540-86.6% | $4,375-83.1% |
| Admin fee / account holder | $141 | $846-83.3% | $14,329-99.0% | $834-83.1% |