Filed October 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,190 | $79,209-51.8% | $102,434-62.7% | $74,459-48.7% |
| Participation rate | 89.2% | 74.8%+14.4pp | 76.5%+12.7pp | 67.2%+22.0pp |
| Annual return | 15.50% | 54.98%-39.5pp | 29.46%-14.0pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $2,560 | $2,362+8.4% | $3,023-15.3% | $2,626-2.5% |
| Participant deferral / active EE | $4,727 | $4,417+7.0% | $5,055-6.5% | $4,350+8.7% |
| Admin fee / account holder | $27 | $2,002-98.7% | $9,462-99.7% | $1,945-98.6% |