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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 21 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $21,909 |
USI CONSULTING GROUP1 year Service code 11 · EIN 34-1213174 | Actuarial | $15,448 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 13.5%-13.5pp | 18.6%-18.6pp |
| Annual return | 4.99% | 9.14%-4.1pp | 64.50%-59.5pp | 9.77%-4.8pp |
| Employer contribution / active EE | $1,525 | $21,902-93.0% | $23,990-93.6% | $13,890-89.0% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |