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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $30,564 |
STOLPER & COMPANY INC1 year Filed as: STOLPER & COMPANY Service code 26 550 WEST C STREET · SAN DIEGO, CA 92101 | Advisory (Participants) | $12,244 |
Filed as: CITY NATIONAL ROCHDALE Service code 26 400 NORTH ROXBURY DRIVE · BEVERLY HILLS, CA 90210 | Advisory (Participants) | $10,797 |
Filed as: SNYDER CAPITAL MGMT LP Service code 26 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Participants) | $6,800 |
Filed as: CITY NATIONAL BANK Service code 68 | Soft dollars commissions | $0 |
MATRIX TRUST COMPANY1 year Service code 62 | Soft dollars commissions; Float revenue | $0 |
TD AMERITRADE, INC.2+ years Service code 59 | Shareholder Servicing | $0 |
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 | $62,274 | $36,916+68.7% | $156,551-60.2% | $57,658+8.0% |
| Participation rate | 78.7% | 63.4%+15.2pp | 84.0%-5.4pp | 70.2%+8.4pp |
| Annual return | 5.43% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,742 | $1,571+10.9% | $5,501-68.3% | $1,974-11.8% |
| Participant deferral / active EE | $3,275 | $1,926+70.1% | $4,871-32.8% | $3,061+7.0% |
| Admin fee / account holder | $244 | $82+195.6% | $13,028-98.1% | $95+157.9% |