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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $180,943 |
MATRIX TRUST COMPANY9+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $10,601 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | -2.58% | 8.40%-11.0pp | 10.53%-13.1pp | 13.05%-15.6pp |
| Employer contribution / active EE | $0 | $31,408-100.0% | $26,797-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |