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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $4,513 |
TD AMERITRADE, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,158 | $70,002+23.1% | $115,038-25.1% | $52,331+64.6% |
| Participation rate | 89.3% | 72.1%+17.2pp | 81.4%+8.0pp | 68.1%+21.2pp |
| Annual return | -1.80% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $8,997 | $2,715+231.4% | $4,608+95.3% | $1,882+378.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $18 | $566-96.8% | $8,175-99.8% | $592-97.0% |