Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $42,065 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $33,843 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 17 · EIN 13-2638166 | Pension Consulting | $24,268 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,912 | $46,173-28.7% | $170,439-80.7% | $69,631-52.7% |
| Participation rate | 59.9% | 63.9%-4.0pp | 83.6%-23.7pp | 70.7%-10.8pp |
| Annual return | 7.85% | 21.62%-13.8pp | 205.94%-198.1pp | 27571.02%-27563.2pp |
| Employer contribution / active EE | $2,016 | $1,610+25.2% | $5,433-62.9% | $2,032-0.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $169 | $116+46.1% | $13,881-98.8% | $110+53.4% |