Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ALPHASTAR CAPITAL MANAGEMENT, LLC10+ years Service code 27 · EIN 38-3838543 | Advisory (Plan) | $104,808 |
AMERITAS LIFE INSURANCE CORP3 years Service code 12 · EIN 47-0098400 | Consulting (pension); Direct payment ... | $13,614 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $10,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,855 | $132,049-13.0% | $200,582-42.7% | $74,304+54.6% |
| Participation rate | 77.2% | 84.1%-6.9pp | 86.9%-9.7pp | 60.3%+16.8pp |
| Annual return | 18.56% | 22.22%-3.7pp | 42.33%-23.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,459 | $4,558-46.1% | $6,419-61.7% | $2,241+9.7% |
| Participant deferral / active EE | $6,601 | $7,213-8.5% | $9,331-29.3% | $3,767+75.2% |
| Admin fee / account holder | $600 | $2,405-75.0% | $16,305-96.3% | $2,969-79.8% |