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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Filed as: MATRIX SETTLEMENT AND CLEARING Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $5,125 |
CALIFORNIA PENSION ADMIN3 years Service code 64 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping Fees | $3,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,229 | $61,391-50.8% | $149,723-79.8% | $71,529-57.7% |
| Participation rate | 60.5% | 62.5%-2.0pp | 78.8%-18.3pp | 67.9%-7.4pp |
| Annual return | 17.67% | 35.88%-18.2pp | 134.50%-116.8pp | 28.97%-11.3pp |
| Employer contribution / active EE | $1,404 | $2,384-41.1% | $4,821-70.9% | $2,590-45.8% |
| Participant deferral / active EE | $2,076 | $2,921-28.9% | $5,682-63.5% | $4,291-51.6% |
| Admin fee / account holder | $33 | $1,264-97.4% | $13,215-99.8% | $1,588-97.9% |