Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 21 2800 NORTH CENTRAL AVE. STE 900 · PHOENIX, AZ 85004 | Bank Trustee | $131,503 |
Service code 11 · EIN 13-3689044 | Actuarial | $64,881 |
Filed as: TOWERS AND WATSON Service code 11 150 N COLLEGE STREET · CHARLOTTE, NC 28202 | Actuarial | $49,989 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 7.42% | 22.74%-15.3pp | 16.78%-9.4pp | 13.95%-6.5pp |
| Employer contribution / active EE | $2,918 | $16,157-81.9% | $26,328-88.9% | $16,598-82.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |