NWPS
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served175+1 YoYRank #131 of mapped providers
Assets under administration$18.6B0.0%Market share · rank #691
Fees received$8MMedian $28,069/planSum across Schedule C direct + indirect
Net wins YoY+123 won · 22 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical NWPS plan look like?
Service mix · median fees per plan
Count of plans where NWPS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping feesCode 15 | 105 | $27,439 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Consulting (general); Participant loan processing; Direct payment from the plan; Participant communication; Consulting fees; Contract AdministratorCode 13 | 27 | $22,372 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Actuarial; Consulting (pension); Direct payment from the planCode 11 | 25 | $46,135 | |
Sub-transfer agency fees; Participant loan processing; Recordkeeping fees; Direct payment from the planCode 37 | 11 | $16,965 | |
Recordkeeping fees; Direct payment from the plan; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant loan processingCode 14 | 2 | $80,943 | |
Recordkeeping fees; Direct payment from the planCode 50 | 2 | $20,627 | |
Other feesCode 99 | 2 | $21,913 | |
Recordkeeping feesCode 64 | 1 | $34,881 |
Competitor overlap
Percent of NWPS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under NWPS.
| Sponsor | From | Assets |
|---|---|---|
SHARP REES-STEALY MEDICAL GROUP, INC.CA · 330106028-001 | TD AMERITRADE, INC. | $307M |
SHARP REES-STEALY MEDICAL GROUP, INC.CA · 330106028-002 | TD AMERITRADE, INC. | $246M |
GENSCO, INC.WA · 910539873-001 | NORTHWEST PLAN SERVICES, INC. | $144M |
BOARD OF TRUSTEES OF SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFITCA · 946220673-002 | SMART SOURCE LLC | $51M |
WESTERN TOWBOAT COMPANYWA · 910926119-001 | TRAUTMANN MAHER & ASSOCIATES | $44M |
RALEIGH MEDICAL GROUP, P.A.NC · 561166754-001 | MILLENNIUM INVESTMENT & RETIREMENT | $35M |
MOUNTAIN WEST 401K LLCWA · 920288008-001 | (new plan) | $35M |
SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNIONOR · 930323147-002 | NORTHWEST PLAN SERVICES, INC. | $33M |
GREEN VALLEY CORPORATIONCA · 941512090-001 | NORTHWEST PLAN SERVICES, INC. | $31M |
PEOPLES STATE BANKWI · 390987942-002 | ALERUS FINANCIAL, N.A. | $26M |
Plans lost in 2024
Appeared last year under NWPS; not this year.
| Sponsor | To | Assets |
|---|---|---|
OREGON - COLUMBIA CHAPTER AGCOR · 931059035-002 | PLATFORM CPAS LLP | $294M |
BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUSTCA · 776007903-006 | NEW CENTURY PARTNERS | $137M |
OAK HARBOR FREIGHT LINES, INC.WA · 910909217-001 | INVESTMENT CONSULTING SERVICES, LLC | $96M |
SLOCUM ORTHOPEDICS, P.C.OR · 930603212-001 | NORTHWEST PLAN SERVICES, INC. | $67M |
OLD HARBOR NATIVE CORPORATIONAK · 920045659-001 | NORTHWEST INVESTMENT CONSULTING | $45M |
MCKINLEY PAPER COMPANYNM · 850403462-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $25M |
AIR POWER, INC.NC · 560898308-001 | (new plan) | $19M |
MARCHEX, INC.WA · 352194038-001 | ADP BROKER-DEALER | $17M |
DTLR, INC.MD · 521291220-001 | PRINCIPAL LIFE INSURANCE COMPANY | $14M |
DM GROUP, INC.MD · 540882390-001 | PRINCIPAL LIFE INSURANCE COMPANY | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $24,000 | 1y | - |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | $2.5B | 14,707 | $161,122 | 3y | - |
BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART BCA · 516105118-005 | $886M | 4,145 | $224,880 | 2y | 1 |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | $865M | 8,803 | $138,014 | 4y | - |
BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUSTCA · 942353807-005 | $859M | 1,960 | $102,000 | 3y | - |
SAN DIEGO ELECTRICAL PENSION TRUSTCA · 956101801-001 | $512M | 7,022 | $96,082 | 2y | - |
BRISTOL BAY NATIVE CORPORATIONAK · 920042041-002 | $480M | 9,825 | $417,764 | 4y | 2 |
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36CA · 946082956-001 | $390M | 2,697 | $126,600 | 4y | - |
CAREPOINT HEALTH, LLCCO · 831024601-002 | $372M | 1,056 | $89,354 | 6y | - |
BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERSCA · 942773478-001 | $327M | 2,733 | $145,944 | 3y | - |
Flag exposure
84.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into NWPS.
- NWPS
- NWPS ACTUARY SERVICES, INC
- NWPS INC.
- NWPS VENUTI & ASSOCIATES
- NWPS, INC
- NWPS, INC.
- NWPS/CDM RETIREMENT CONSULTANTS
- NWPS/VENUTI AND ASSOCIATES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for NWPS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 4 | 2.29% | 7.76% | -5.48 pp |
| Fidelity bond gap | 2 | 1.14% | 26.94% | -25.80 pp |
| Late contributions | 52 | 29.71% | 1.71% | +28.00 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 32 | 18.29% | 1.76% | +16.53 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NWPS. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).