Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
IRA GROUP1+ years Service code 27 1180 WEST PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $25,000 |
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $13,175 |
MATRIX TRUST COMPANY1+ years Service code 21 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $6,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,957 | $35,600+838.1% | $87,507+281.6% | $63,975+422.0% |
| Participation rate | 0.0% | 56.1%-56.1pp | 73.8%-73.8pp | 71.1%-71.1pp |
| Annual return | 3.34% | 17.86%-14.5pp | 12.21%-8.9pp | 48.65%-45.3pp |
| Employer contribution / active EE | $110 | $854-87.1% | $2,550-95.7% | $2,182-94.9% |
| Participant deferral / active EE | $309 | $1,660-81.4% | $3,149-90.2% | $3,356-90.8% |
| Admin fee / account holder | $585 | $51+1052.3% | $4,221-86.1% | $70+730.3% |