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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 36-3132823 | Plan Administrator | $5,866 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 71-3182674 | Trustee (directed); Custodial (other ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,140 | $100,801-87.0% | $149,745-91.2% | $73,412-82.1% |
| Participation rate | 40.2% | 77.7%-37.5pp | 82.5%-42.3pp | 72.2%-31.9pp |
| Annual return | 23.60% | 265.34%-241.7pp | 276.72%-253.1pp | 59.30%-35.7pp |
| Employer contribution / active EE | $1,028 | $3,312-69.0% | $4,646-77.9% | $2,234-54.0% |
| Participant deferral / active EE | $1,798 | $6,404-71.9% | $6,843-73.7% | $3,806-52.7% |
| Admin fee / account holder | $80 | $181-55.5% | $9,312-99.1% | $158-49.1% |