| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3304963 | Investment Management | $49,869 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY CAPITAL MANAGEMENT, INC Service code 28 · EIN 43-1225960 | Investment Management | $11,718 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 62 | Float revenue | $0 |
US BANK2+ 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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 3.86% | 5.09%-1.2pp | 4.74%-0.9pp | 7.18%-3.3pp |
| Employer contribution / active EE | $93,394 | $33,192+181.4% | $46,220+102.1% | $13,095+613.2% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |