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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.6+ years Filed as: RANDALL AND HURLEY, INC. Service code 15 · EIN 91-1661080 | Recordkeeping | $7,838 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,818 | $55,347-10.0% | $120,580-58.7% | $200,096-75.1% |
| Participation rate | 12.6% | 52.9%-40.3pp | 72.0%-59.4pp | 72.0%-59.5pp |
| Annual return | 9.35% | 15.37%-6.0pp | 107.48%-98.1pp | 34.26%-24.9pp |
| Employer contribution / active EE | $270 | $1,296-79.1% | $3,469-92.2% | $3,038-91.1% |
| Participant deferral / active EE | $407 | $2,350-82.7% | $4,995-91.9% | $5,090-92.0% |
| Admin fee / account holder | $62 | $134-53.5% | $9,418-99.3% | $269-76.8% |