| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $29,127 |
FINANCIAL ENGINES2 years Service code 16 · EIN 94-3250323 | Consulting | $22,722 |
Service code 10 · EIN 36-4189747 | Accounting | $14,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,062 | $138,427+42.4% | $97,995+101.1% | $69,634+183.0% |
| Participation rate | 84.0% | 90.0%-6.0pp | 82.4%+1.6pp | 70.7%+13.3pp |
| Annual return | 15.78% | 26.21%-10.4pp | 23.94%-8.2pp | 27572.26%-27556.5pp |
| Employer contribution / active EE | $4,141 | $4,858-14.8% | $4,158-0.4% | $2,032+103.8% |
| Participant deferral / active EE | $9,829 | $7,165+37.2% | $5,097+92.8% | $3,224+204.9% |
| Admin fee / account holder | $111 | $101+9.8% | $5,943-98.1% | $110+0.2% |