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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,530 |
Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $8,298 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 15 · EIN 75-3182674 | Recordkeeping | $6,567 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,622 | $37,196+65.7% | $154,108-60.0% | $55,725+10.6% |
| Participation rate | 83.6% | 64.1%+19.5pp | 83.0%+0.5pp | 70.9%+12.7pp |
| Annual return | -5.45% | 1319.68%-1325.1pp | 735.21%-740.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $784 | $1,614-51.4% | $5,298-85.2% | $2,078-62.3% |
| Participant deferral / active EE | $3,731 | $2,068+80.4% | $5,081-26.6% | $3,356+11.2% |
| Admin fee / account holder | $144 | $102+41.6% | $13,411-98.9% | $115+24.9% |