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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,212 | $82,674+149.4% | $125,381+64.5% | $68,486+201.1% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.31%-586.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $16,777 | $3,382+396.1% | $4,815+248.4% | $2,597+546.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |