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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,270-100.0% | $96,564-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | -97.29% | 26.43%-123.7pp | 25.89%-123.2pp | 373.99%-471.3pp |
| Employer contribution / active EE | $0 | $3,623-100.0% | $2,967-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,852-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,606-100.0% | $8,256-100.0% | $11,410-100.0% |