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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY7 years Service code 15 · EIN 75-3182674 | Recordkeeping | $453,686 |
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE CONSULTING LLC83743 Service code 11 1 BELVEDERE PLACE, SUITE 200 · MILL VALLEY, CA 94941 | Actuarial | $161,773 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 5.82% | 6.37%-0.5pp | 8.04%-2.2pp | 7.65%-1.8pp |
| Employer contribution / active EE | $159,408 | $48,951+225.6% | $42,693+273.4% | $20,582+674.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |