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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $0 |
MATRIX TRUST COMPANY1+ 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.
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,220 | $46,292-84.4% | $143,757-95.0% | $64,808-88.9% |
| Participation rate | 17.7% | 64.2%-46.5pp | 80.3%-62.6pp | 71.5%-53.7pp |
| Annual return | -32.15% | -10.05%-22.1pp | -0.04%-32.1pp | 32.82%-65.0pp |
| Employer contribution / active EE | $457 | $1,910-76.1% | $4,951-90.8% | $2,506-81.8% |
| Participant deferral / active EE | $828 | $2,646-68.7% | $5,637-85.3% | $4,310-80.8% |
| Admin fee / account holder | $84 | $154-45.2% | $14,673-99.4% | $188-55.2% |