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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC1+ years Filed as: SJS INVESTMENTS Service code 27 6711 MONROE ST. BUILD IV · SYLVANIA, OH 43560 | Advisory (Plan) | $42,406 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $6,598 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $6,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,163 | $56,200+14.2% | $67,653-5.2% | $59,633+7.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.87% | 18506.71%-18508.6pp | 6625.22%-6627.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $1,078 | $1,615-33.3% | $2,266-52.4% | $2,203-51.1% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $427 | $3,959-89.2% | $4,821-91.1% | $4,297-90.1% |