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| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL2+ years Filed as: ADVISOR Service code 27 | Advisory (Plan) | $44,092 |
ELLIS BENEFITS GROUP, INC.2+ years Filed as: ELLIS AND WARD CONSULTING GROUP, IN Service code 11 · EIN 62-1417683 985 CORDOVA STATION · CORDOVA, TN 38018 | Actuarial | $13,770 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $13,323 |
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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 8.27% | 9.21%-0.9pp | 14.20%-5.9pp | 10.41%-2.1pp |
| Employer contribution / active EE | $18,103 | $20,031-9.6% | $27,968-35.3% | $14,691+23.2% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |