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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Service code 26 · EIN 41-1416330 1918 8TH AVE, STE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $41,619 |
CLARK NUBER7 years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 10900 NE 4TH ST. STE 1400 · BELLEVUE, WA 98004 | Accounting | $21,819 |
MATRIX TRUST COMPANY9 years Filed as: MATRIX TRUST Service code 19 · EIN 51-0099033 2800 NORTH CENTRAL AVE, SUITE 900 · PHOENIX, AZ 85004 | Securities Custodian | $12,379 |
Filed as: NORTHWEST PLAN SERVICES, INC Service code 14 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Plan Administrator | $6,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,699 | $74,927+85.1% | $101,794+36.3% | $84,808+63.5% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.2%+28.6pp | 68.3%+29.5pp |
| Annual return | 12.43% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $10,043 | $1,522+559.9% | $2,289+338.8% | $2,631+281.7% |
| Participant deferral / active EE | $17,919 | $3,099+478.2% | $4,084+338.8% | $4,212+325.5% |
| Admin fee / account holder | $141 | $6,514-97.8% | $8,777-98.4% | $7,344-98.1% |