Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 13 · EIN 75-3182674 | Contract Administrator | $3,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,177 | $95,369-22.2% | $135,942-45.4% | $74,440-0.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.60% | 32.72%-22.1pp | 68.28%-57.7pp | 34.37%-23.8pp |
| Employer contribution / active EE | $8,356 | $3,878+115.5% | $4,858+72.0% | $2,638+216.8% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $6 | $266-97.9% | $10,764-99.9% | $348-98.4% |