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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 18 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities) | $5,111 |
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.
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 | $22,991 | $89,652-74.4% | $141,177-83.7% | $65,185-64.7% |
| Participation rate | 64.1% | 74.7%-10.6pp | 82.5%-18.4pp | 70.2%-6.1pp |
| Annual return | 56.33% | 32.79%+23.5pp | 71.40%-15.1pp | 29.38%+26.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,277 | $5,691+27.9% | $6,710+8.5% | $3,514+107.1% |
| Admin fee / account holder | $63 | $569-89.0% | $10,263-99.4% | $847-92.6% |