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| Provider | Service type | Compensation |
|---|---|---|
JOSLIN CAPITAL ADVISORS, LLC3 years Service code 26 · EIN 82-1946426 | Advisory (Participants) | $82,500 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $75,550 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,583 |
BADER MARTIN, P.S.7+ years Service code 10 · EIN 91-1501421 | Accounting | $19,365 |
K&L GATES7+ years Filed as: K & L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $11,825 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,477 | $56,551+514.5% | $185,854+87.0% | $86,828+300.2% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.4pp |
| Annual return | 15.86% | 118.23%-102.4pp | 122.12%-106.3pp | 97.95%-82.1pp |
| Employer contribution / active EE | $15,491 | $1,845+739.7% | $5,169+199.7% | $2,406+543.8% |
| Participant deferral / active EE | $11,302 | $2,556+342.2% | $5,569+103.0% | $4,132+173.5% |
| Admin fee / account holder | $273 | $150+82.5% | $16,246-98.3% | $170+61.1% |