Filed April 26, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FINANCIAL SERVICES Service code 21 · EIN 33-1151291 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $0 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 12.76% | 7.36%+5.4pp | 9.78%+3.0pp | 13.24%-0.5pp |
| Employer contribution / active EE | $38,667 | $40,685-5.0% | $46,889-17.5% | $14,616+164.5% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |