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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA PENSION ADMIN1+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $24,057 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $14,086 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,442 | $38,925-34.6% | $73,836-65.5% | $55,191-53.9% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.15% | 6.31%-6.2pp | 2268.06%-2267.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,185 | $1,695-30.1% | $2,787-57.5% | $1,899-37.6% |
| Participant deferral / active EE | $2,263 | $2,351-3.7% | $3,583-36.8% | $3,046-25.7% |
| Admin fee / account holder | $51 | $83-38.5% | $4,882-99.0% | $91-43.9% |