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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,990 | $98,776+166.2% | $149,745+75.6% | $79,856+229.3% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.2pp |
| Annual return | 9.86% | 27.38%-17.5pp | 276.72%-266.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $16,507 | $3,217+413.1% | $4,646+255.3% | $2,471+568.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |