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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 | $46,464-71.6% | $150,298-91.2% | $79,634-83.4% |
| Participation rate | 28.0% | 57.0%-29.0pp | 77.8%-49.8pp | 62.5%-34.5pp |
| Annual return | 27.36% | 27.89%-0.5pp | 62.79%-35.4pp | 36.46%-9.1pp |
| Employer contribution / active EE | $487 | $1,512-67.8% | $4,154-88.3% | $2,529-80.7% |
| Participant deferral / active EE | $741 | $2,157-65.6% | $5,453-86.4% | $3,835-80.7% |
| Admin fee / account holder | $141 | $891-84.1% | $14,116-99.0% | $1,002-85.9% |