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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Service code 15 · EIN 76-0500416 | Recordkeeping | $29,438 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $1,005 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,401 | $83,023-95.9% | $102,437-96.7% | $77,762-95.6% |
| Participation rate | 96.5% | 71.5%+25.0pp | 74.5%+22.0pp | 70.6%+25.9pp |
| Annual return | 6.28% | 19.12%-12.8pp | 24.95%-18.7pp | 31.27%-25.0pp |
| Employer contribution / active EE | $1,210 | $3,552-65.9% | $3,871-68.7% | $2,728-55.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $39 | $639-93.9% | $8,388-99.5% | $433-91.0% |