Filed March 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Participants) | $38,548 |
NWPS3 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $27,835 |
10 funds of $250K or more; 11 lines in all, holding $21.2M of the plan's $21.5M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $2.6M | 12.3% |
| MFS Growth Fund I MFS (Sun Life) · Mutual fund | $2.5M | 12.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.5M | 11.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $2.5M | 11.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $2.4M | 11.2% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $2.1M | 10.0% |
| Fidelity Advisor High Income Fund Fidelity (FMR) · Mutual fund | $2.1M | 10.0% |
| Growth Fund Manager not matched · Mutual fund | $1.8M | 8.6% |
| Emerging Markets Value Portfolio Dimensional · Mutual fund | $1.4M | 6.8% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $1.2M | 5.8% |
See the other 1 line in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,037 | $87,870+57.1% | $113,168+22.0% | $74,304+85.8% |
| Participation rate | 97.7% | 70.7%+26.9pp | 76.6%+21.1pp | 60.3%+37.3pp |
| Annual return | 16.49% | 26.44%-9.9pp | 24.27%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $4,063 | $2,277+78.4% | $2,975+36.6% | $2,241+81.3% |
| Participant deferral / active EE | $5,675 | $4,241+33.8% | $5,107+11.1% | $3,767+50.6% |
| Admin fee / account holder | $426 | $3,368-87.4% | $12,068-96.5% | $2,969-85.7% |