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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 | $54,434 | $102,661-47.0% | $151,639-64.1% | $66,938-18.7% |
| Participation rate | 92.1% | 85.5%+6.6pp | 87.5%+4.7pp | 69.8%+22.3pp |
| Annual return | -16.45% | -10.81%-5.6pp | 3.34%-19.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,481 | $4,184-16.8% | $6,165-43.5% | $2,545+36.8% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $6 | $630-99.0% | $11,613-99.9% | $594-99.0% |