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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,292 | $47,922-5.5% | $75,894-40.3% | $65,185-30.5% |
| Participation rate | 66.9% | 63.0%+3.9pp | 69.3%-2.4pp | 70.2%-3.3pp |
| Annual return | 34.74% | 24.12%+10.6pp | 30.76%+4.0pp | 29.38%+5.4pp |
| Employer contribution / active EE | $5,142 | $1,557+230.2% | $2,501+105.6% | $2,177+136.2% |
| Participant deferral / active EE | $6,080 | $2,550+138.4% | $3,603+68.7% | $3,514+73.0% |
| Admin fee / account holder | $15 | $532-97.2% | $5,420-99.7% | $847-98.2% |