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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 15 · EIN 75-3182674 | Recordkeeping | $91,105 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-0785790 2300 BUENA VISTA DR SE STE 127 · ALBUQUERQUE, NM 87106 | Contract Administrator | $19,790 |
WALKER & VAN HEIJENOORT7+ years Service code 29 · EIN 85-0369189 | Legal | $10,453 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 8399 EAST INDIAN SCHOOL ROAD · SCOTTSDALE, AZ 85251 | Accounting | $8,247 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 23 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Insurance services | $7,498 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,344 | $47,766-40.7% | $82,744-65.7% | $64,819-56.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | 5.23% | -13.06%+18.3pp | 702.22%-697.0pp | 32.84%-27.6pp |
| Employer contribution / active EE | $581 | $2,182-73.4% | $3,008-80.7% | $2,507-76.8% |
| Participant deferral / active EE | $1,357 | $3,332-59.3% | $4,395-69.1% | $4,311-68.5% |
| Admin fee / account holder | $156 | $143+9.4% | $5,325-97.1% | $188-16.7% |