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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE, SW · SEATTLE, WA 98136 | Contract Administrator | $31,510 |
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $29,331 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 51-0099033 2800 NORTH CENTRAL AVE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $9,276 |
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 | $32,710 | $65,223-49.8% | $80,022-59.1% | $55,725-41.3% |
| Participation rate | 77.1% | 80.6%-3.5pp | 75.8%+1.3pp | 70.9%+6.2pp |
| Annual return | -4.51% | 7.59%-12.1pp | 11.22%-15.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,448 | $2,544-43.1% | $2,468-41.3% | $2,078-30.3% |
| Participant deferral / active EE | $2,875 | $3,881-25.9% | $3,686-22.0% | $3,356-14.3% |
| Admin fee / account holder | $149 | $114+30.6% | $6,521-97.7% | $115+29.5% |