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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY8+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $36,698 |
CALIFORNIA PENSION ADMIN8+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $27,704 |
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 | $32,846 | $47,766-31.2% | $82,744-60.3% | $64,819-49.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.27% | -13.06%-2.2pp | 702.22%-717.5pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,212 | $2,182+1.4% | $3,008-26.5% | $2,507-11.8% |
| Participant deferral / active EE | $3,529 | $3,332+5.9% | $4,395-19.7% | $4,311-18.1% |
| Admin fee / account holder | $53 | $143-62.6% | $5,325-99.0% | $188-71.5% |