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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $38,706 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 15 · EIN 46-3670937 | Recordkeeping | $19,150 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 1.50% | 7.94%-6.4pp | 9.78%-8.3pp | 11.84%-10.3pp |
| Employer contribution / active EE | $49,575 | $42,390+16.9% | $46,889+5.7% | $17,339+185.9% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |