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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Service code 13 · EIN 75-3182674 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,025 | $61,214-72.2% | $83,327-79.6% | $56,289-69.8% |
| Participation rate | 44.6% | 72.6%-27.9pp | 77.8%-33.1pp | 69.9%-25.2pp |
| Annual return | -9.93% | 0.42%-10.4pp | 10.64%-20.6pp | -9.96%0pp |
| Employer contribution / active EE | $970 | $1,925-49.6% | $3,379-71.3% | $2,111-54.0% |
| Participant deferral / active EE | $5,161 | $5,091+1.4% | $5,565-7.3% | $3,350+54.1% |
| Admin fee / account holder | $5 | $512-99.1% | $7,540-99.9% | $521-99.1% |