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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 | $82,972-95.9% | $103,374-96.7% | $77,671-95.6% |
| Participation rate | 96.5% | 71.5%+25.0pp | 74.5%+22.0pp | 70.6%+26.0pp |
| Annual return | 6.28% | 19.14%-12.9pp | 24.89%-18.6pp | 31.21%-24.9pp |
| Employer contribution / active EE | $1,210 | $3,554-66.0% | $3,869-68.7% | $2,726-55.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $39 | $639-93.9% | $8,394-99.5% | $430-90.9% |