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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 99 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Other Fees | $750 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $535 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $58,895-71.9% | $178,503-90.7% | $73,497-77.4% |
| Participation rate | 47.5% | 66.2%-18.7pp | 81.9%-34.4pp | 70.7%-23.2pp |
| Annual return | 71.24% | 24.86%+46.4pp | 151.12%-79.9pp | 28.51%+42.7pp |
| Employer contribution / active EE | $1,264 | $2,236-43.5% | $5,011-74.8% | $2,270-44.3% |
| Participant deferral / active EE | $2,083 | $2,567-18.9% | $5,202-60.0% | $3,740-44.3% |
| Admin fee / account holder | $25 | $400-93.9% | $13,987-99.8% | $513-95.2% |