Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 15 · EIN 75-3182674 | Recordkeeping | $4,381 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 68 | Soft dollars commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $114,162 | $76,551+49.1% | $123,894-7.9% | $62,881+81.6% |
| Participation rate | 61.2% | 73.0%-11.8pp | 81.4%-20.2pp | 69.3%-8.1pp |
| Annual return | 47.66% | 18.68%+29.0pp | 47.52%+0.1pp | 20.14%+27.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,252 | $4,840+91.2% | $5,984+54.6% | $3,203+188.9% |
| Admin fee / account holder | $43 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |