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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $11,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,850 | $95,542-23.8% | $69,483+4.8% | $67,582+7.8% |
| Participation rate | 20.7% | 79.4%-58.6pp | 74.6%-53.9pp | 71.3%-50.6pp |
| Annual return | 22.97% | 17.67%+5.3pp | 28.99%-6.0pp | 378.57%-355.6pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $864 | $3,263-73.5% | $3,537-75.6% | $3,539-75.6% |
| Admin fee / account holder | $160 | $90+77.9% | $3,841-95.8% | $142+12.3% |