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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $15,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,653 | $42,546-30.3% | $71,796-58.7% | $55,167-46.2% |
| Participation rate | 40.8% | 59.1%-18.3pp | 69.1%-28.3pp | 69.0%-28.2pp |
| Annual return | 4.67% | 12.36%-7.7pp | 78.04%-73.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $446 | $803-44.5% | $1,924-76.8% | $1,963-77.3% |
| Participant deferral / active EE | $888 | $2,064-57.0% | $2,794-68.2% | $3,054-70.9% |
| Admin fee / account holder | $364 | $650-43.9% | $4,815-92.4% | $504-27.7% |