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| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL1+ years Filed as: ADVISOR Service code 27 | Advisory (Plan) | $53,961 |
ELLIS BENEFITS GROUP, INC.1+ years Filed as: ELLIS AND WARD CONSULTING GROUP, IN Service code 11 · EIN 62-1417683 985 CORDOVA STATION · CORDOVA, TN 38018 | Actuarial | $14,210 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $9,483 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 2.71% | 4.89%-2.2pp | 4.72%-2.0pp | 4.56%-1.9pp |
| Employer contribution / active EE | $14,612 | $13,673+6.9% | $30,821-52.6% | $15,526-5.9% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |