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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 | $77,695 |
TD AMERITRADE, INC.1+ years Service code 59 · EIN 82-0543156 | Shareholder Servicing | $20,491 |
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 | $246,913 | $88,324+179.6% | $115,038+114.6% | $55,191+347.4% |
| Participation rate | 87.9% | 72.5%+15.4pp | 81.4%+6.6pp | 69.2%+18.8pp |
| Annual return | 0.34% | 6.30%-6.0pp | 26.14%-25.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $19,514 | $2,805+595.7% | $4,608+323.5% | $1,899+927.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $201 | $105+90.3% | $8,175-97.5% | $91+120.9% |