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 | $145,174-40.3% | $182,262-52.4% | $69,255+25.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 84.2%+15.8pp | 69.0%+31.0pp |
| Annual return | 14.15% | 24.21%-10.1pp | 140.60%-126.4pp | 26.73%-12.6pp |
| Employer contribution / active EE | $6,833 | $4,864+40.5% | $5,046+35.4% | $2,645+158.3% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $4 | $791-99.5% | $16,712-100.0% | $733-99.5% |