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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $4,972 |
MATRIX TRUST COMPANY1 year Service code 62 | Float revenue; Soft dollars commissions | $0 |
TD AMERITRADE, INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,163 | $75,183+22.6% | $123,894-25.6% | $55,167+67.1% |
| Participation rate | 88.2% | 72.8%+15.3pp | 81.4%+6.7pp | 69.0%+19.2pp |
| Annual return | 1.94% | 19.01%-17.1pp | 47.52%-45.6pp | 169.23%-167.3pp |
| Employer contribution / active EE | $9,367 | $2,823+231.8% | $4,617+102.9% | $1,963+377.3% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-96.0% |