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 COMPANY3 years Filed as: MATRIX TRUST CO Service code 25 · EIN 75-3182674 | Directed Trustee | $52,309 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $26,412 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $25,239 |
Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $8,667 |
FIIOC2 years Filed as: FIIOC, INC Service code 37 · EIN 04-2647786 | Loan Processing | $5,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $1,196,152 | $89,652+1234.2% | $141,200+747.1% | $65,188+1734.9% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 21.64% | 32.79%-11.2pp | 71.41%-49.8pp | 29.38%-7.7pp |
| Employer contribution / active EE | $37,618 | $3,065+1127.5% | $4,736+694.2% | $2,177+1628.1% |
| Participant deferral / active EE | $19,015 | $5,691+234.1% | $6,710+183.4% | $3,514+441.1% |
| Admin fee / account holder | $2,794 | $569+391.5% | $10,265-72.8% | $847+229.8% |