| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY CAPITAL MANAGEMENT, INC Service code 28 · EIN 43-1225960 | Investment Management | $15,569 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 62 | Float revenue | $0 |
US BANK1+ years Service code 62 | Float revenue | $0 |
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -2.28% | -2.09%-0.2pp | -1.68%-0.6pp | -0.60%-1.7pp |
| Employer contribution / active EE | $92,792 | $29,352+216.1% | $44,959+106.4% | $12,272+656.1% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |