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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $138,623 |
19 funds hold $55.8M of the plan's $57.4M. From the 2024 filing. Recordkeeper: Northwest Plan Services.
Target-date series: Fidelity Freedom Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $46.2M | 82.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 4.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 4.4% |
| Fiduciary Investment Trust Aggressive Portfolio C Manager not matched · Collective trust | $637K | 1.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $608K | 1.1% |
| Fiduciary Investment Trust Balanced Portfolio C Manager not matched · Collective trust | $565K | 1.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $492K | 0.9% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $450K | 0.8% |
| AB Small Cap Growth Portfolio Class Z AllianceBernstein · Mutual fund | $386K | 0.7% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $376K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.