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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY5 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,566 | $148,629+298.7% | $135,982+335.8% | $139,487+324.8% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 15.07% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $137,088 | $8,102+1591.9% | $7,760+1666.6% | $6,713+1942.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |