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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 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 | $49,409 | $201,264-75.5% | $184,185-73.2% | $145,978-66.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -9.16% | 29.00%-38.2pp | 28.81%-38.0pp | 550.52%-559.7pp |
| Employer contribution / active EE | $394,241 | $7,021+5515.4% | $6,426+6035.4% | $4,662+8356.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |