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| Provider | Service type | Compensation |
|---|---|---|
MATISSE CAPITAL7 years Service code 27 · EIN 27-5035231 | Advisory (Plan) | $25,226 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $23,329 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,675 | $54,729-40.3% | $86,235-62.1% | $71,529-54.3% |
| Participation rate | 88.6% | 60.1%+28.5pp | 69.0%+19.6pp | 67.9%+20.7pp |
| Annual return | 17.15% | 20.07%-2.9pp | 1170.03%-1152.9pp | 28.97%-11.8pp |
| Employer contribution / active EE | $2,123 | $1,267+67.5% | $2,381-10.8% | $2,590-18.0% |
| Participant deferral / active EE | $3,419 | $3,110+9.9% | $3,987-14.2% | $4,291-20.3% |
| Admin fee / account holder | $253 | $1,921-86.8% | $6,856-96.3% | $1,588-84.1% |