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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $187,082 |
Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 13 · EIN 39-1400101 | Contract Administrator | $25,757 |
Service code 29 · EIN 39-1126909 | Legal | $19,410 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $13,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,469 | $76,774-35.6% | $112,249-55.9% | $77,906-36.5% |
| Participation rate | 92.0% | 80.2%+11.8pp | 75.1%+16.9pp | 73.7%+18.3pp |
| Annual return | -19.51% | -10.25%-9.3pp | 27.48%-47.0pp | 12.16%-31.7pp |
| Employer contribution / active EE | $2,417 | $3,977-39.2% | $3,636-33.5% | $2,846-15.1% |
| Participant deferral / active EE | $2,045 | $3,778-45.9% | $4,729-56.8% | $4,805-57.4% |
| Admin fee / account holder | $96 | $239-59.8% | $6,412-98.5% | $133-27.6% |