Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3 years Service code 15 · EIN 34-1213174 | Recordkeeping | $83,815 |
IRA GROUP4+ years Service code 27 1180 WEST PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $37,500 |
MATRIX TRUST COMPANY4+ years Service code 21 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Bank Trustee | $24,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,386 | $48,116-61.8% | $99,443-81.5% | $77,787-76.4% |
| Participation rate | 37.0% | 60.0%-23.0pp | 73.8%-36.9pp | 73.2%-36.3pp |
| Annual return | 26.08% | 23.23%+2.8pp | 30.72%-4.6pp | 32.57%-6.5pp |
| Employer contribution / active EE | $329 | $1,057-68.8% | $2,540-87.0% | $2,504-86.8% |
| Participant deferral / active EE | $930 | $2,238-58.4% | $3,619-74.3% | $3,967-76.5% |
| Admin fee / account holder | $64 | $87-26.6% | $6,250-99.0% | $100-36.0% |