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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Recordkeeping | $81,485 |
MATISSE CAPITAL3 years Service code 26 · EIN 27-5035231 | Advisory (Participants) | $54,912 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TN 78759 | Securities Custodian | $10,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,002 | $102,389-61.9% | $100,535-61.2% | $90,274-56.8% |
| Participation rate | 56.4% | 84.0%-27.6pp | 79.4%-23.0pp | 73.4%-16.9pp |
| Annual return | 13.32% | 22.50%-9.2pp | 30.90%-17.6pp | 53.97%-40.7pp |
| Employer contribution / active EE | $0 | $3,056-100.0% | $3,419-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,011 | $7,514-73.2% | $6,271-67.9% | $4,231-52.5% |
| Admin fee / account holder | $191 | $83+129.0% | $8,085-97.6% | $114+67.2% |