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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3+ years Service code 13 · EIN 75-3182674 | Contract Administrator | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $22,983 | $69,231-66.8% | $91,994-75.0% | $67,579-66.0% |
| Participation rate | 62.6% | 78.9%-16.3pp | 78.6%-16.0pp | 71.3%-8.6pp |
| Annual return | 153.65% | 32.03%+121.6pp | 69.04%+84.6pp | 378.56%-224.9pp |
| Employer contribution / active EE | $1,082 | $2,284-52.6% | $3,453-68.7% | $2,148-49.6% |
| Participant deferral / active EE | $5,654 | $5,854-3.4% | $5,924-4.6% | $3,539+59.7% |
| Admin fee / account holder | $5 | $107-95.2% | $7,744-99.9% | $142-96.4% |