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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC4+ years Filed as: SJS INVESTMENTS Service code 27 6711 MONROE ST. BUILD IV · SYLVANIA, OH 43560 | Advisory (Plan) | $44,554 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $6,140 |
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 | $63,321 | $62,589+1.2% | $76,768-17.5% | $64,173-1.3% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | -6.47% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,268 | $1,832-30.8% | $2,485-49.0% | $2,381-46.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $434 | $4,667-90.7% | $6,675-93.5% | $4,887-91.1% |