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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Account maintenance fees; Investment ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $308,073 | $198,462+55.2% | $170,439+80.8% | $147,585+108.7% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 15.13% | 257.30%-242.2pp | 205.94%-190.8pp | 578.58%-563.5pp |
| Employer contribution / active EE | $63,360 | $6,184+924.7% | $5,433+1066.3% | $4,876+1199.3% |
| Participant deferral / active EE | $73,230 | $5,629+1200.8% | $4,939+1382.5% | $5,439+1246.5% |
| Admin fee / account holder | $63 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |