Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $19,647 |
MATRIX TRUST COMPANY1 year Service code 61 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Float revenue; Finders' fees / placem... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 61 · EIN 33-1151291 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Finders' fees / placement fees; Distr... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 9.56% | 13.95%-4.4pp | 10.66%-1.1pp | 13.95%-4.4pp |
| Employer contribution / active EE | $3,626 | $16,598-78.2% | $30,880-88.3% | $16,598-78.2% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |