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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 | Custodial (other than securities); Di... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,189 | $36,002-63.4% | $161,489-91.8% | $64,728-79.6% |
| Participation rate | 28.0% | 57.4%-29.5pp | 78.7%-50.7pp | 57.9%-29.9pp |
| Annual return | 27.36% | 33.93%-6.6pp | 89.72%-62.4pp | 49.38%-22.0pp |
| Employer contribution / active EE | $487 | $1,380-64.7% | $4,268-88.6% | $2,243-78.3% |
| Participant deferral / active EE | $741 | $1,815-59.2% | $5,630-86.8% | $2,729-72.8% |
| Admin fee / account holder | $141 | $931-84.8% | $16,006-99.1% | $1,145-87.7% |