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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,604 | $72,303+35.0% | $86,717+12.6% | $64,829+50.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -24.03% | 392.77%-416.8pp | 35.97%-60.0pp | 32.85%-56.9pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |