Filed June 4, 2026 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 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 | $263,604 | $129,021+104.3% | $184,203+43.1% | $77,643+239.5% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 15.42% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $9,915 | $4,413+124.7% | $6,427+54.3% | $2,726+263.7% |
| Participant deferral / active EE | $6,732 | $7,297-7.7% | $9,131-26.3% | $4,647+44.9% |
| Admin fee / account holder | $25 | $254-90.2% | $13,901-99.8% | $430-94.2% |