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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 15 · EIN 75-3182674 | Recordkeeping | $319,444 |
Service code 11 1 BELVEDERE PLACE, SUITE 200 · MILL VALLEY, CA 94941 | Actuarial | $87,345 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 5.43% | 7.94%-2.5pp | 9.78%-4.3pp | 11.84%-6.4pp |
| Employer contribution / active EE | $123,907 | $42,390+192.3% | $46,889+164.3% | $17,339+614.6% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |