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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 82-1222973 | Other fees; Claims processing; Direct... | $16,940 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $952 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,719 | $84,940-48.5% | $111,306-60.7% | $79,389-44.9% |
| Participation rate | 31.9% | 75.9%-43.9pp | 77.3%-45.4pp | 70.7%-38.8pp |
| Annual return | 17.23% | 17.45%-0.2pp | 54.67%-37.4pp | 116.89%-99.7pp |
| Employer contribution / active EE | $457 | $1,979-76.9% | $2,732-83.3% | $2,428-81.2% |
| Participant deferral / active EE | $1,373 | $3,889-64.7% | $4,488-69.4% | $4,046-66.1% |
| Admin fee / account holder | $233 | $537-56.7% | $7,966-97.1% | $626-62.9% |