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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS2 years Service code 27 · EIN 37-3584365 201 STATE STREET · GREENSBORO, NC 27408 | Advisory (Plan) | $25,000 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST Service code 11 · EIN 83-3455979 2525 HARRODSBURG ROAD · LEXINGTON, KY 40504 | Actuarial | $23,500 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE FINANCIAL SOLUTIONS Service code 21 · EIN 31-1151291 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $7,548 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $24,265-100.0% | $110,417-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 58.0%-58.0pp | 11.2%-11.2pp |
| Annual return | 8.85% | 9.01%-0.2pp | 4.13%+4.7pp | 9.01%-0.2pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $15,783-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $1,006-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $15,244-100.0% | $4,785-100.0% |