| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-3304963 | Investment Management | $59,620 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 62 | Float revenue | $0 |
US BANK3+ years Service code 62 | Float revenue | $0 |
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 | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 10.59% | 12.03%-1.4pp | 14.41%-3.8pp | 23.90%-13.3pp |
| Employer contribution / active EE | $87,048 | $30,615+184.3% | $45,283+92.2% | $16,539+426.3% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |