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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA PENSION ADMIN4+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $20,434 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $20,373 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,549 | $43,999-41.9% | $79,466-67.8% | $55,725-54.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -4.49% | 1.81%-6.3pp | 718.28%-722.8pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,455 | $1,830-20.5% | $2,800-48.0% | $2,078-30.0% |
| Participant deferral / active EE | $2,312 | $2,538-8.9% | $3,704-37.6% | $3,356-31.1% |
| Admin fee / account holder | $43 | $118-63.4% | $5,104-99.2% | $115-62.6% |