Filed July 21, 2021
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Filed as: MATRIX Service code 13 · EIN 75-3182674 | Contract Administrator | $4,680 |
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 | $83,280 | $106,247-21.6% | $147,096-43.4% | $77,714+7.2% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.57% | 56.87%-43.3pp | 419.75%-406.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $8,992 | $4,069+121.0% | $4,936+82.2% | $2,727+229.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $8 | $338-97.8% | $13,005-99.9% | $433-98.3% |