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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY5+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $89,054 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 16030 VENTURA BLVD. STE. 200 · ENCINO, CA 91436 | Pension Consulting | $34,881 |
MATRIX TRUST COMPANY5+ 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 | $14,864 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 13.12% | 12.96%+0.2pp | 20.73%-7.6pp | 16.32%-3.2pp |
| Employer contribution / active EE | $31,539 | $12,913+144.2% | $36,503-13.6% | $17,007+85.5% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |