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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 | Custodial (other than securities); Di... | $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 | $101,653+230.7% | $147,080+128.5% | $74,459+351.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.03% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $11,472 | $3,813+200.8% | $4,933+132.5% | $2,626+336.9% |
| Participant deferral / active EE | $10,559 | $7,304+44.6% | $8,066+30.9% | $4,350+142.7% |
| Admin fee / account holder | $244 | $1,752-86.1% | $12,989-98.1% | $1,945-87.5% |