Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 21 2800 NORTH CENTRAL AVE. STE 900 · PHOENIX, AZ 85004 | Bank Trustee | $131,419 |
Service code 11 · EIN 13-3689044 | Actuarial | $57,700 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS AND WATSON Service code 11 150 N COLLEGE STREET · CHARLOTTE, NC 28202 | Actuarial | $37,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 12.27% | 15.60%-3.3pp | 29.77%-17.5pp | 16.32%-4.1pp |
| Employer contribution / active EE | $3,888 | $11,838-67.2% | $33,607-88.4% | $17,007-77.1% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |