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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 13 · EIN 91-2090931 | Contract Administrator | $37,132 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,816 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,978 | $106,230-45.4% | $147,080-60.6% | $77,736-25.4% |
| Participation rate | 30.7% | 78.4%-47.7pp | 82.2%-51.5pp | 70.6%-39.9pp |
| Annual return | 21.52% | 56.91%-35.4pp | 420.17%-398.6pp | 31.26%-9.7pp |
| Employer contribution / active EE | $1,352 | $4,072-66.8% | $4,933-72.6% | $2,728-50.4% |
| Participant deferral / active EE | $3,209 | $8,001-59.9% | $8,066-60.2% | $4,651-31.0% |
| Admin fee / account holder | $118 | $338-65.0% | $12,989-99.1% | $433-72.7% |