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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 |
Filed as: KELLEY LAW GROUP 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,583 | $39,766-38.2% | $66,674-63.1% | $71,012-65.4% |
| Participation rate | 100.0% | 47.7%+52.3pp | 73.7%+26.3pp | 58.6%+41.4pp |
| Annual return | 4.78% | 181.39%-176.6pp | 321.24%-316.5pp | 37.67%-32.9pp |
| Employer contribution / active EE | $639 | $1,503-57.5% | $2,620-75.6% | $2,348-72.8% |
| Participant deferral / active EE | $2,329 | $1,868+24.7% | $4,084-43.0% | $3,246-28.2% |
| Admin fee / account holder | $222 | $1,097-79.8% | $5,098-95.7% | $1,167-81.0% |