Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.6+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $110,460 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 71-3182674 | Custodial (other than securities); Di... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,437 | $99,957+221.6% | $149,745+114.7% | $73,497+337.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.80% | 53.87%-37.1pp | 276.72%-259.9pp | 28.51%-11.7pp |
| Employer contribution / active EE | $9,632 | $3,191+201.8% | $4,646+107.3% | $2,270+324.3% |
| Participant deferral / active EE | $8,390 | $6,073+38.2% | $6,843+22.6% | $3,740+124.3% |
| Admin fee / account holder | $344 | $551-37.5% | $9,312-96.3% | $513-32.9% |