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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.
Participant 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 | $13,189 | $38,165-65.4% | $189,758-93.0% | $69,255-81.0% |
| Participation rate | 28.0% | 66.7%-38.7pp | 79.8%-51.8pp | 69.0%-41.1pp |
| Annual return | 27.36% | 14.65%+12.7pp | 52.62%-25.3pp | 26.73%+0.6pp |
| Employer contribution / active EE | $487 | $1,589-69.3% | $4,767-89.8% | $2,645-81.6% |
| Participant deferral / active EE | $741 | $2,073-64.2% | $5,856-87.3% | $2,890-74.4% |
| Admin fee / account holder | $141 | $714-80.2% | $20,388-99.3% | $733-80.7% |