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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $48,556 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 71-3182674 | Direct payment from the plan; Custodi... | $2,588 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,127 | $101,672+230.6% | $147,117+128.5% | $74,478+351.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.03% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $11,472 | $3,813+200.8% | $4,932+132.6% | $2,626+336.8% |
| Participant deferral / active EE | $10,559 | $7,305+44.5% | $8,065+30.9% | $4,350+142.7% |
| Admin fee / account holder | $244 | $1,753-86.1% | $12,993-98.1% | $1,946-87.5% |