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| Provider | Service type | Compensation |
|---|---|---|
KEEL POINT CAPITAL LLC2 years Filed as: KEEL POINT, LLC Service code 26 · EIN 42-1607342 | Advisory (Participants) | $7,815 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $893 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,730 | $58,347-78.2% | $85,705-85.1% | $86,821-85.3% |
| Participation rate | 98.1% | 64.9%+33.1pp | 69.9%+28.2pp | 72.3%+25.8pp |
| Annual return | 17.30% | 18.43%-1.1pp | 21.49%-4.2pp | 97.94%-80.6pp |
| Employer contribution / active EE | $3,343 | $1,751+91.0% | $2,619+27.7% | $2,406+39.0% |
| Participant deferral / active EE | $1,667 | $3,065-45.6% | $3,924-57.5% | $4,132-59.6% |
| Admin fee / account holder | $45 | $147-69.7% | $6,877-99.3% | $170-73.6% |