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| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-1526584 15130 MAIN ST SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $27,536 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 51-0099033 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $3,318 |
Service code 10 14945 SW SEQUIOA PARKWAY SUITE 150 · PORTLAND, OR 97224 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,538 | $106,236-79.7% | $112,249-80.8% | $64,819-66.8% |
| Participation rate | 53.5% | 71.7%-18.2pp | 75.1%-21.6pp | 71.5%-18.0pp |
| Annual return | -2.12% | -6.02%+3.9pp | 27.48%-29.6pp | 32.84%-35.0pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,450 | $3,785+17.6% | $4,729-5.9% | $4,311+3.2% |
| Admin fee / account holder | $80 | $452-82.3% | $6,412-98.8% | $188-57.6% |