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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $154,359 |
TD AMERITRADE, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,827 | $37,117+82.7% | $147,617-54.1% | $55,191+22.9% |
| Participation rate | 80.0% | 63.6%+16.4pp | 84.6%-4.6pp | 69.2%+10.8pp |
| Annual return | -33.29% | 3.44%-36.7pp | 61.98%-95.3pp | 10.78%-44.1pp |
| Employer contribution / active EE | $1,730 | $1,620+6.7% | $5,564-68.9% | $1,899-8.9% |
| Participant deferral / active EE | $3,540 | $1,985+78.3% | $4,895-27.7% | $3,046+16.2% |
| Admin fee / account holder | $542 | $86+533.4% | $11,612-95.3% | $91+497.1% |