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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA PENSION ADMIN10+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $66,210 |
MATRIX TRUST COMPANY10+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $24,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,376 | $55,694-14.9% | $81,882-42.1% | $200,096-76.3% |
| Participation rate | 62.9% | 62.7%+0.3pp | 72.4%-9.5pp | 72.0%-9.1pp |
| Annual return | 15.07% | 19.59%-4.5pp | 779.47%-764.4pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,525 | $2,114-27.9% | $2,916-47.7% | $3,038-49.8% |
| Participant deferral / active EE | $2,432 | $3,299-26.3% | $4,323-43.7% | $5,090-52.2% |
| Admin fee / account holder | $74 | $348-78.8% | $7,360-99.0% | $269-72.6% |