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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY9 years Service code 28 · EIN 75-3182674 | Investment Management | $505,361 |
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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 | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 10.12% | 9.30%+0.8pp | 8.34%+1.8pp | 9.30%+0.8pp |
| Employer contribution / active EE | $10,515 | $12,551-16.2% | $30,790-65.8% | $12,551-16.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |