| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $35,623 |
FINANCIAL ENGINES3 years Service code 16 · EIN 94-3250323 | Consulting | $30,726 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $15,478 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,669 | $120,075+63.8% | $90,782+116.6% | $55,727+252.9% |
| Participation rate | 96.2% | 88.0%+8.2pp | 82.7%+13.6pp | 70.9%+25.4pp |
| Annual return | -12.98% | -3.47%-9.5pp | -3.42%-9.6pp | 244.94%-257.9pp |
| Employer contribution / active EE | $5,683 | $4,693+21.1% | $4,105+38.4% | $2,078+173.4% |
| Participant deferral / active EE | $13,788 | $6,826+102.0% | $5,366+157.0% | $3,356+310.9% |
| Admin fee / account holder | $221 | $111+98.1% | $5,908-96.3% | $115+91.7% |