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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST CO Service code 15 · EIN 75-3182674 | Recordkeeping | $145,461 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $97,392 |
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $29,923 |
KELLEY LAW GROUP2 years Service code 29 3800 N. CENTRAL AVE. STE 530 · PHOENIX, AZ 85012 | Legal | $22,182 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNON Service code 23 1166 AVENUE OF THE AMERICAS · NEW YORK CITY, NY 10036 | Insurance services | $14,161 |
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $8,584 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,583 | $61,058-59.7% | $71,209-65.5% | $85,563-71.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 4.78% | 100.41%-95.6pp | 282.51%-277.7pp | 31.51%-26.7pp |
| Employer contribution / active EE | $639 | $2,199-70.9% | $2,721-76.5% | $2,654-75.9% |
| Participant deferral / active EE | $2,329 | $3,173-26.6% | $4,175-44.2% | $4,375-46.8% |
| Admin fee / account holder | $222 | $855-74.1% | $5,349-95.9% | $834-73.4% |