Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Filed as: MATRIX Service code 13 · EIN 75-3182674 | Contract Administrator | $2,680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,671 | $112,596-23.0% | $152,301-43.1% | $64,728+33.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 82.4%+17.6pp | 57.9%+42.1pp |
| Annual return | 14.15% | 23.76%-9.6pp | 80.50%-66.3pp | 49.38%-35.2pp |
| Employer contribution / active EE | $6,833 | $3,716+83.9% | $4,624+47.8% | $2,243+204.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $4 | $996-99.6% | $14,398-100.0% | $1,145-99.7% |