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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC2+ years Filed as: SJS INVESTMENTS Service code 27 6711 MONROE ST. BUILD IV · SYLVANIA, OH 43560 | Advisory (Plan) | $40,818 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $4,570 |
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 | $63,203 | $60,349+4.7% | $74,184-14.8% | $62,881+0.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.82% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,269 | $1,680-24.5% | $2,370-46.5% | $2,281-44.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $349 | $4,261-91.8% | $5,586-93.8% | $4,296-91.9% |