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 | $110,483-21.6% | $145,433-40.4% | $79,634+8.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 82.1%+17.9pp | 62.5%+37.5pp |
| Annual return | 14.15% | 24.62%-10.5pp | 66.58%-52.4pp | 36.46%-22.3pp |
| Employer contribution / active EE | $6,833 | $4,053+68.6% | $4,554+50.0% | $2,529+170.2% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $4 | $680-99.4% | $13,129-100.0% | $1,002-99.6% |