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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.11+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $41,496 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 71-3182674 | Custodial (other than securities); Di... | $33,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,012 | $88,360+290.5% | $145,433+137.2% | $67,986+407.5% |
| Participation rate | 99.5% | 65.5%+34.0pp | 82.1%+17.4pp | 57.2%+42.3pp |
| Annual return | 13.57% | 63.15%-49.6pp | 66.58%-53.0pp | 31.67%-18.1pp |
| Employer contribution / active EE | $11,813 | $3,054+286.8% | $4,554+159.4% | $2,019+485.2% |
| Participant deferral / active EE | $10,857 | $5,932+83.0% | $7,897+37.5% | $3,358+223.3% |
| Admin fee / account holder | $264 | $3,313-92.0% | $13,129-98.0% | $3,203-91.7% |