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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY6+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $29,557 |
CALIFORNIA PENSION ADMIN6+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $21,898 |
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 | $33,382 | $52,722-36.7% | $90,440-63.1% | $73,412-54.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.95% | 20.70%-6.7pp | 1294.38%-1280.4pp | 59.30%-45.3pp |
| Employer contribution / active EE | $1,793 | $1,872-4.2% | $3,263-45.0% | $2,234-19.7% |
| Participant deferral / active EE | $2,852 | $2,810+1.5% | $3,964-28.0% | $3,806-25.1% |
| Admin fee / account holder | $45 | $117-61.3% | $5,615-99.2% | $158-71.4% |