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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC3+ years Filed as: SJS INVESTMENTS Service code 27 6711 MONROE ST. BUILD IV · SYLVANIA, OH 43560 | Advisory (Plan) | $43,002 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $7,520 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $6,938 |
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 | $68,157 | $67,602+0.8% | $82,312-17.2% | $70,126-2.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.69% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,254 | $1,755-28.5% | $2,428-48.3% | $2,343-46.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $416 | $4,512-90.8% | $5,608-92.6% | $4,645-91.0% |