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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MATTHEWS, GOLD, KENNEDY, & SNOW INC Service code 49 · EIN 86-1001235 7600 NORTH 16TH STREET · PHOENIX, AZ 85020 | Other Services | $1,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,778 | $65,083-97.3% | $143,788-98.8% | $66,930-97.3% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.4pp | 69.8%-2.9pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.03%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $247 | $2,361-89.5% | $4,952-95.0% | $2,545-90.3% |
| Participant deferral / active EE | $1,551 | $2,920-46.9% | $5,638-72.5% | $4,238-63.4% |
| Admin fee / account holder | $14 | $502-97.3% | $14,675-99.9% | $593-97.7% |