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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $109,875 |
BENESYS, INC.1 year Service code 13 · EIN 39-1400101 | Contract Administrator | $22,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $14,619 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $13,900 |
Service code 29 · EIN 39-1126909 | Legal | $13,624 |
Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $5,992 |
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 | $55,326 | $88,479-37.5% | $96,515-42.7% | $80,157-31.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 22.74% | 22.53%+0.2pp | 35.73%-13.0pp | 40.39%-17.7pp |
| Employer contribution / active EE | $2,865 | $4,177-31.4% | $3,740-23.4% | $2,977-3.8% |
| Participant deferral / active EE | $2,207 | $3,961-44.3% | $4,880-54.8% | $5,015-56.0% |
| Admin fee / account holder | $65 | $211-69.4% | $6,735-99.0% | $145-55.4% |