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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TUMWATER WEALTH MANAGEMENT Service code 27 101 S. CAPITOL BLVD. SUITE 1603 · BOISE, ID 83702 | Advisory (Plan) | $31,855 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,429 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,985 | $55,437+33.5% | $155,534-52.4% | $74,459-0.6% |
| Participation rate | 71.6% | 61.9%+9.7pp | 78.2%-6.6pp | 67.2%+4.4pp |
| Annual return | 10.51% | 269.58%-259.1pp | 64.92%-54.4pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $2,992 | $2,266+32.1% | $4,675-36.0% | $2,626+14.0% |
| Participant deferral / active EE | $2,531 | $2,837-10.8% | $5,630-55.0% | $4,350-41.8% |
| Admin fee / account holder | $345 | $1,742-80.2% | $15,900-97.8% | $1,945-82.3% |