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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: SHAFFER CAPITAL Service code 28 550 POLARIS PARKWAY · WESTERVILLE, OH 43082 | Investment Management | $37,176 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $36,325 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 33-1151291 | Securities Custodian | $10,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,990 | $79,089-70.9% | $100,392-77.1% | $74,459-69.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 58.97% | 20.61%+38.4pp | 49.45%+9.5pp | 1369.70%-1310.7pp |
| Employer contribution / active EE | $3,164 | $3,015+4.9% | $3,941-19.7% | $2,626+20.5% |
| Participant deferral / active EE | $5,452 | $7,747-29.6% | $8,090-32.6% | $4,350+25.3% |
| Admin fee / account holder | $321 | $1,336-76.0% | $7,904-95.9% | $1,945-83.5% |