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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $373 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,846 | $62,132-69.7% | $185,861-89.9% | $73,497-74.4% |
| Participation rate | 52.9% | 67.8%-14.9pp | 78.0%-25.2pp | 70.7%-17.8pp |
| Annual return | 16.15% | 20.44%-4.3pp | 35.96%-19.8pp | 28.51%-12.4pp |
| Employer contribution / active EE | $578 | $1,681-65.6% | $4,088-85.9% | $2,270-74.6% |
| Participant deferral / active EE | $1,618 | $3,711-56.4% | $5,634-71.3% | $3,740-56.7% |
| Admin fee / account holder | $62 | $419-85.3% | $9,503-99.4% | $513-88.0% |