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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 12 · EIN 76-0500416 7425 HOLLISTER · HOUSTON, TX 77040 | Participant loan processing; Recordke... | $2,165 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY (DBA MATRIX TRUST) Service code 19 · EIN 75-3182674 717 7TH STREET, STE 1300 · DENVER, CO 80202 | Securities Custodian | $674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,979 | $41,854-45.1% | $73,843-68.9% | $52,331-56.1% |
| Participation rate | 65.1% | 66.2%-1.1pp | 73.4%-8.3pp | 68.1%-3.0pp |
| Annual return | -2.30% | 2.11%-4.4pp | 2267.84%-2270.1pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,597 | $1,920-16.9% | $2,787-42.7% | $1,882-15.2% |
| Participant deferral / active EE | $1,829 | $2,498-26.8% | $3,583-48.9% | $3,022-39.5% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |