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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY5 years Service code 28 · EIN 75-3182674 | Investment Management | $344,027 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.42% | 12.77%-2.3pp | 90.61%-80.2pp | 12.86%-2.4pp |
| Employer contribution / active EE | $5,662 | $8,963-36.8% | $32,730-82.7% | $13,687-58.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |