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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,204 | $85,766+183.6% | $136,298+78.4% | $70,126+246.8% |
| Participation rate | 98.7% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 15.52% | 31.46%-15.9pp | 5156.27%-5140.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $15,975 | $2,966+438.6% | $4,696+240.2% | $2,343+581.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |