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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 61 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Finders' fees / placement fees; Float... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 61 · EIN 33-1151291 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Distribution (12b-1) fees; Finders' f... | $0 |
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Annual investment return 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 | $409,661-100.0% | $161,673-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.7%-41.7pp | 1.7%-1.7pp |
| Annual return | 3.88% | 627.08%-623.2pp | 9.65%-5.8pp | 627.08%-623.2pp |
| Employer contribution / active EE | $4,788 | $18,824-74.6% | $27,458-82.6% | $18,824-74.6% |
| Participant deferral / active EE | $0 | $418-100.0% | $33-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $23,561-100.0% | $1,923-100.0% |