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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,510 | $81,948-9.1% | $90,756-17.9% | $64,814+15.0% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -3.07% | -12.53%+9.5pp | -12.16%+9.1pp | 32.84%-35.9pp |
| Employer contribution / active EE | $2,753 | $3,067-10.3% | $2,922-5.8% | $2,507+9.8% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |