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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Filed as: MATRIX SETTLEMENT AND CLEARING Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $8,334 |
CALIFORNIA PENSION ADMIN2 years Service code 64 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping Fees | $3,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,149 | $65,125-58.3% | $143,797-81.1% | $66,949-59.4% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -15.12% | -11.13%-4.0pp | -0.04%-15.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,736 | $2,362-26.5% | $4,952-65.0% | $2,545-31.8% |
| Participant deferral / active EE | $2,513 | $2,920-14.0% | $5,638-55.4% | $4,239-40.7% |
| Admin fee / account holder | $50 | $503-90.1% | $14,679-99.7% | $594-91.7% |