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 | $55,472-86.2% | $155,567-95.1% | $74,546-89.7% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 13.68% | 268.72%-255.0pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,476 | $2,269+53.2% | $4,674-25.6% | $2,624+32.4% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $53 | $1,743-97.0% | $15,916-99.7% | $1,944-97.3% |