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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 15 · EIN 75-3182674 | Recordkeeping | $1,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,470 | $70,002+13.5% | $115,038-30.9% | $52,331+51.9% |
| Participation rate | 38.6% | 72.1%-33.5pp | 81.4%-42.7pp | 68.1%-29.5pp |
| Annual return | -6.70% | 4.04%-10.7pp | 26.14%-32.8pp | 4.54%-11.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,426 | $4,920+30.6% | $6,026+6.6% | $3,022+112.6% |
| Admin fee / account holder | $20 | $566-96.5% | $8,175-99.8% | $592-96.7% |