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 COMPANY1+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $0 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | 0.00% | -2.03%+2.0pp | -2.01%+2.0pp | 2.81%-2.8pp |
| Employer contribution / active EE | $20,508 | $9,185+123.3% | $34,453-40.5% | $16,358+25.4% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |