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| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL6+ years Filed as: ADVISOR Service code 27 | Advisory (Plan) | $95,265 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $65,021 |
MATRIX TRUST COMPANY6+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $12,294 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | 13.76% | 13.11%+0.6pp | 14.84%-1.1pp | 18.35%-4.6pp |
| Employer contribution / active EE | $0 | $51,257-100.0% | $37,950-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |