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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,443 | $130,294-55.9% | $170,028-66.2% | $71,495-19.7% |
| Participation rate | 88.1% | 86.2%+1.9pp | 87.0%+1.1pp | 67.9%+20.2pp |
| Annual return | 3.59% | 20.36%-16.8pp | 53.39%-49.8pp | 28.85%-25.3pp |
| Employer contribution / active EE | $3,392 | $4,385-22.6% | $6,788-50.0% | $2,589+31.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,409-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,820-100.0% | $1,588-100.0% |