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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,189 | $42,909-69.3% | $152,093-91.3% | $71,012-81.4% |
| Participation rate | 28.0% | 54.7%-26.7pp | 77.8%-49.8pp | 58.6%-30.6pp |
| Annual return | 27.36% | 30.57%-3.2pp | 66.36%-39.0pp | 37.67%-10.3pp |
| Employer contribution / active EE | $487 | $1,369-64.4% | $4,175-88.3% | $2,348-79.2% |
| Participant deferral / active EE | $741 | $1,904-61.1% | $5,451-86.4% | $3,246-77.2% |
| Admin fee / account holder | $141 | $1,014-86.1% | $14,497-99.0% | $1,167-87.9% |