Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO Service code 25 · EIN 75-3182674 | Directed Trustee | $52,536 |
CROWE LLP1 year Filed as: CROWE, LLC Service code 10 · EIN 35-0921680 | Accounting | $26,020 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $26,000 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $20,712 |
FIIOC1 year Filed as: FIIOC, INC Service code 37 · EIN 04-2647786 | Loan Processing | $11,372 |
CANTERBURY CONSULTING1 year Service code 28 · EIN 33-0307982 | Investment Management | $2,331 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $987,495 | $73,102+1250.8% | $123,553+699.3% | $56,289+1654.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.46% | 3.01%-7.5pp | 119.21%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $54,036 | $2,977+1715.1% | $4,628+1067.6% | $2,111+2459.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,787 | $554+403.4% | $9,284-70.0% | $521+435.0% |