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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA PENSION ADMIN9+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $27,791 |
MATRIX TRUST COMPANY9+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $19,444 |
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 | $39,855 | $52,804-24.5% | $86,617-54.0% | $80,149-50.3% |
| Participation rate | 59.2% | 62.6%-3.5pp | 71.7%-12.5pp | 72.9%-13.8pp |
| Annual return | 17.68% | 24.84%-7.2pp | 591.91%-574.2pp | 40.39%-22.7pp |
| Employer contribution / active EE | $1,385 | $2,140-35.3% | $3,023-54.2% | $2,977-53.5% |
| Participant deferral / active EE | $2,235 | $3,226-30.7% | $4,437-49.6% | $5,015-55.4% |
| Admin fee / account holder | $39 | $113-65.2% | $5,613-99.3% | $145-72.9% |