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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 · EIN 51-0099033 2800 NORTH CENTRAL AVE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $0 |
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE, SW · SEATTLE, WA 98136 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT2 years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,034 | $75,284-45.5% | $91,004-54.9% | $69,631-41.1% |
| Participation rate | 67.1% | 80.4%-13.3pp | 75.6%-8.5pp | 70.7%-3.6pp |
| Annual return | 18.81% | 48.40%-29.6pp | 4.60%+14.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,601 | $2,473-35.2% | $2,456-34.8% | $2,032-21.2% |
| Participant deferral / active EE | $2,573 | $3,700-30.5% | $3,548-27.5% | $3,224-20.2% |
| Admin fee / account holder | $155 | $111+39.9% | $5,417-97.1% | $110+40.0% |