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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $283 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,068 | $37,117-70.2% | $147,617-92.5% | $55,191-79.9% |
| Participation rate | 57.4% | 63.6%-6.3pp | 84.6%-27.3pp | 69.2%-11.8pp |
| Annual return | -1.77% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $529 | $1,620-67.4% | $5,564-90.5% | $1,899-72.1% |
| Participant deferral / active EE | $2,064 | $1,985+4.0% | $4,895-57.8% | $3,046-32.2% |
| Admin fee / account holder | $20 | $86-77.0% | $11,612-99.8% | $91-78.3% |