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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 18 · EIN 35-0500670 | Participant loan processing; Direct p... | $38,046 |
Service code 27 900 S CAPITAL OF TEXAS · AUSTIN, TX 78746 | Advisory (Plan) | $18,783 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $3,906 |
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 | $17,195 | $46,173-62.8% | $170,435-89.9% | $69,631-75.3% |
| Participation rate | 93.6% | 63.9%+29.7pp | 83.6%+10.0pp | 70.7%+22.9pp |
| Annual return | 15.93% | 21.62%-5.7pp | 205.94%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $944 | $1,610-41.4% | $5,432-82.6% | $2,032-53.6% |
| Participant deferral / active EE | $3,116 | $2,080+49.8% | $4,939-36.9% | $3,224-3.3% |
| Admin fee / account holder | $117 | $116+1.3% | $13,881-99.2% | $110+6.4% |