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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,743 | $54,558-23.5% | $76,051-45.1% | $74,400-43.9% |
| Participation rate | 60.8% | 60.3%+0.5pp | 69.1%-8.3pp | 67.2%-6.5pp |
| Annual return | 20.10% | 31.83%-11.7pp | 360.42%-340.3pp | 1367.51%-1347.4pp |
| Employer contribution / active EE | $2,459 | $1,778+38.3% | $2,690-8.6% | $2,624-6.3% |
| Participant deferral / active EE | $4,389 | $3,065+43.2% | $4,257+3.1% | $4,348+0.9% |
| Admin fee / account holder | $26 | $2,232-98.8% | $6,416-99.6% | $1,944-98.7% |