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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 777 108TH AVE. · BELLEVUE, WA 98004 | Advisory (Participants) | $31,497 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $25,728 |
NEWPORT GROUP, INC.9 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Float rev... | $0 |
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 | $35,320 | $50,919-30.6% | $155,556-77.3% | $77,762-54.6% |
| Participation rate | 53.0% | 63.1%-10.1pp | 78.2%-25.2pp | 70.6%-17.6pp |
| Annual return | 14.06% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,522 | $1,991-23.6% | $4,675-67.5% | $2,728-44.2% |
| Participant deferral / active EE | $1,745 | $2,824-38.2% | $5,631-69.0% | $4,651-62.5% |
| Admin fee / account holder | $27 | $437-93.7% | $15,885-99.8% | $433-93.7% |