Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $26,804 |
TD AMERITRADE, INC.2+ years Service code 59 · EIN 82-0543156 | Shareholder Servicing | $4,381 |
MATRIX TRUST COMPANY1 year Service code 62 | Soft dollars commissions; Float revenue | $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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,153 | $80,177+222.0% | $123,894+108.4% | $57,661+347.7% |
| Participation rate | 89.0% | 74.4%+14.5pp | 81.4%+7.6pp | 70.2%+18.8pp |
| Annual return | 6.31% | 17.90%-11.6pp | 47.52%-41.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $19,745 | $2,913+577.9% | $4,617+327.7% | $1,974+900.4% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $204 | $106+92.2% | $8,357-97.6% | $95+116.1% |