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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $22,753 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 11.17% | 10.25%+0.9pp | 35.16%-24.0pp | 22.81%-11.6pp |
| Employer contribution / active EE | $27,252 | $45,684-40.3% | $46,401-41.3% | $18,290+49.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |