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 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $136,833-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 9.3%-9.3pp |
| Annual return | 4.99% | 10.08%-5.1pp | -1.97%+7.0pp | 9.76%-4.8pp |
| Employer contribution / active EE | $1,525 | $16,866-91.0% | $19,908-92.3% | $12,965-88.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,412-100.0% | $4,785-100.0% |