Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 15 · EIN 75-3182674 717 17TH STREET STE 1300 · DENVER, CO 80202 | Recordkeeping | $187,776 |
SUTTON FROST CARY LLP8+ years Service code 10 · EIN 75-2593210 600 SIX FLAGS DR STE 600 · ARLINGTON, TX 76011 | Accounting | $28,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,303-100.0% | $86,717-100.0% | $64,829-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.6%-76.6pp | 71.5%-71.5pp |
| Annual return | -15.14% | 392.77%-407.9pp | 35.97%-51.1pp | 32.85%-48.0pp |
| Employer contribution / active EE | $2,750 | $2,393+14.9% | $2,837-3.1% | $2,507+9.7% |
| Participant deferral / active EE | $4,364 | $4,660-6.4% | $4,657-6.3% | $4,312+1.2% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |