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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $38,226 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 19 · EIN 51-0099033 2800 NORTH CENTRAL AVE, SUITE 900 · PHOENIX, AZ 85004 | Securities Custodian | $16,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,699 | $51,466+14.1% | $78,778-25.5% | $62,293-5.8% |
| Participation rate | 69.7% | 59.8%+9.9pp | 69.2%+0.5pp | 69.5%+0.2pp |
| Annual return | 17.99% | 19.96%-2.0pp | 35.62%-17.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,694 | $827+346.5% | $1,986+86.0% | $2,042+80.9% |
| Participant deferral / active EE | $7,275 | $2,147+238.8% | $2,958+145.9% | $3,169+129.5% |
| Admin fee / account holder | $110 | $489-77.6% | $5,134-97.9% | $479-77.1% |