Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,113 | $75,183+1.2% | $123,894-38.6% | $55,167+38.0% |
| Participation rate | 88.3% | 72.8%+15.5pp | 81.4%+6.9pp | 69.0%+19.3pp |
| Annual return | 3.63% | 19.01%-15.4pp | 47.52%-43.9pp | 169.23%-165.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $12,886 | $5,084+153.4% | $5,984+115.3% | $3,054+321.9% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.9% |