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| Provider | Service type | Compensation |
|---|---|---|
DENARIUS CAPITAL ADVISORS, INC.3+ years Filed as: DENARIUS CAPITAL ADVISORS INC Service code 15 · EIN 45-5382552 5201 GREAT AMERICA PKWY SUITE 455 · SANTA CLARA, CA 95054 | Recordkeeping | $0 |
MATRIX TRUST COMPANY3+ years Service code 26 · EIN 75-3183674 717 17TH ST STE 1300 · DENVER, CO 80202 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,360 | $201,272-93.4% | $184,203-92.7% | $145,922-90.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.62% | 29.00%-28.4pp | 28.81%-28.2pp | 561.29%-560.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |