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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.8+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $59,870 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 71-3182674 | Custodial (other than securities); Di... | $0 |
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 | $299,428 | $84,499+254.4% | $125,391+138.8% | $66,949+347.3% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | -16.42% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $10,934 | $3,554+207.7% | $4,816+127.0% | $2,545+329.6% |
| Participant deferral / active EE | $9,872 | $6,785+45.5% | $7,448+32.5% | $4,239+132.9% |
| Admin fee / account holder | $245 | $685-64.2% | $10,009-97.5% | $594-58.7% |