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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.9+ years Service code 14 · EIN 36-3132823 | Plan Administrator | $36,447 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 71-3182674 | Direct payment from the plan; Custodi... | $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 | $305,640 | $91,474+234.1% | $135,982+124.8% | $71,529+327.3% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 17.69% | 29.89%-12.2pp | 68.32%-50.6pp | 28.97%-11.3pp |
| Employer contribution / active EE | $10,286 | $3,705+177.6% | $4,859+111.7% | $2,590+297.2% |
| Participant deferral / active EE | $10,127 | $7,095+42.7% | $7,760+30.5% | $4,291+136.0% |
| Admin fee / account holder | $202 | $1,267-84.1% | $10,767-98.1% | $1,588-87.3% |