Filed June 4, 2026 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,385 | $100,227+149.8% | $169,993+47.3% | $74,419+236.5% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.0%+10.5pp | 70.7%+26.8pp |
| Annual return | 18.73% | 66.08%-47.4pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $9,152 | $4,263+114.7% | $6,785+34.9% | $2,637+247.0% |
| Participant deferral / active EE | $6,287 | $7,143-12.0% | $10,408-39.6% | $4,528+38.8% |
| Admin fee / account holder | $23 | $234-90.0% | $12,815-99.8% | $348-93.3% |