| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $18,977 |
FINANCIAL ENGINES2 years Service code 16 · EIN 94-3250323 | Consulting | $14,694 |
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 | $204,095 | $138,427+47.4% | $97,995+108.3% | $69,634+193.1% |
| Participation rate | 90.5% | 90.0%+0.5pp | 82.4%+8.1pp | 70.7%+19.8pp |
| Annual return | 17.44% | 26.21%-8.8pp | 23.94%-6.5pp | 27572.26%-27554.8pp |
| Employer contribution / active EE | $2,845 | $4,858-41.4% | $4,158-31.6% | $2,032+40.0% |
| Participant deferral / active EE | $7,949 | $7,165+10.9% | $5,097+56.0% | $3,224+146.6% |
| Admin fee / account holder | $107 | $101+6.3% | $5,943-98.2% | $110-3.0% |