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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-1526584 15130 MAIN ST SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $35,569 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 51-0099033 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $6,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,875 | $83,023-53.2% | $102,437-62.0% | $77,762-50.0% |
| Participation rate | 58.2% | 71.5%-13.4pp | 74.5%-16.3pp | 70.6%-12.4pp |
| Annual return | 16.69% | 19.12%-2.4pp | 24.95%-8.3pp | 31.27%-14.6pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,916 | $4,110+44.0% | $5,060+16.9% | $4,651+27.2% |
| Admin fee / account holder | $85 | $639-86.7% | $8,388-99.0% | $433-80.3% |