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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.4+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $0 |
MATRIX TRUST COMPANY4+ 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.
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 | $12,261 | $50,860-75.9% | $155,574-92.1% | $77,714-84.2% |
| Participation rate | 24.4% | 63.1%-38.8pp | 78.2%-53.9pp | 70.6%-46.2pp |
| Annual return | 15.11% | 34.86%-19.8pp | 64.87%-49.8pp | 31.26%-16.1pp |
| Employer contribution / active EE | $561 | $1,991-71.8% | $4,676-88.0% | $2,727-79.4% |
| Participant deferral / active EE | $704 | $2,825-75.1% | $5,629-87.5% | $4,649-84.9% |
| Admin fee / account holder | $129 | $436-70.4% | $15,914-99.2% | $433-70.2% |