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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 61 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Float revenue; Distribution (12b-1) f... | $0 |
MATRIX TRUST COMPANY3 years 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 |
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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 | $46,244-100.0% | $177,834-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 39.5%-39.5pp | 2.8%-2.8pp |
| Annual return | 21.53% | 16.32%+5.2pp | 11.67%+9.9pp | 16.32%+5.2pp |
| Employer contribution / active EE | $3,662 | $17,007-78.5% | $28,376-87.1% | $17,007-78.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $46-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $15,617-100.0% | $127-100.0% |