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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS3+ years Service code 11 · EIN 38-1477362 | Actuarial | $19,510 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $11,291 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 5.96% | 5.28%+0.7pp | 16.78%-10.8pp | 10.21%-4.2pp |
| Employer contribution / active EE | $1,003,250 | $35,590+2718.9% | $26,328+3710.5% | $42,272+2273.3% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |