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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 10 · EIN 93-0839718 3235 HILLCREST PARK DR STE 100 · MEDFORD, OR 97504 | Accounting | $5,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,964 | $46,722-76.5% | $130,660-91.6% | $65,185-83.2% |
| Participation rate | 45.1% | 60.9%-15.9pp | 71.7%-26.7pp | 70.2%-25.1pp |
| Annual return | 18.21% | 24.17%-6.0pp | 1709.29%-1691.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $795 | $1,488-46.6% | $4,092-80.6% | $2,177-63.5% |
| Participant deferral / active EE | $1,539 | $2,545-39.5% | $3,603-57.3% | $3,514-56.2% |
| Admin fee / account holder | $68 | $453-85.0% | $5,463-98.8% | $847-92.0% |