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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 26 835 N POST ST · SPOKANE, WA 99201 | Advisory (Participants) | $44,424 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $34,435 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $6,674 |
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 | $76,979 | $47,163+63.2% | $149,696-48.6% | $74,460+3.4% |
| Participation rate | 67.3% | 63.4%+3.9pp | 78.8%-11.5pp | 70.7%-3.4pp |
| Annual return | 17.94% | 22.75%-4.8pp | 134.46%-116.5pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,157 | $1,907+13.1% | $4,821-55.3% | $2,638-18.2% |
| Participant deferral / active EE | $4,657 | $2,730+70.6% | $5,682-18.0% | $4,530+2.8% |
| Admin fee / account holder | $281 | $343-18.0% | $13,212-97.9% | $348-19.1% |