Filed October 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $10,540 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $1,520 |
Filed as: ENVEST RETIREMENT SOLUTIONS Service code 27 25 E. WACKER DR. SUITE 2400 · CHIACAGO, IL 60601 | Advisory (Plan) | $285 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 48-1205033 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,679 | $55,470-86.2% | $155,556-95.1% | $74,478-89.7% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 13.68% | 269.80%-256.1pp | 64.84%-51.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,476 | $2,267+53.3% | $4,675-25.7% | $2,626+32.3% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $53 | $1,744-97.0% | $15,885-99.7% | $1,946-97.3% |