Retirement plan

NORTHWEST EXECUTIVE RESOURCES, LLC 401(K) PLAN

Name: NORTHWEST EXECUTIVE RESOURCES LLC - NORTHWEST EXECUTIVE RESOURCES, LLC 401(K) PLAN (2018) Form 5500
Creator: NORTHWEST EXECUTIVE RESOURCES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST EXECUTIVE RESOURCES, LLC 401(K) PLAN, NORTHWEST EXECUTIVE RESOURCES LLC

NORTHWEST EXECUTIVE RESOURCES LLCEIN 27-3928369Plan #001PY 2018

PO BOX 249 - LA CENTER, WA 98629509-834-0612northwestexecutiveresources.comLinkedIn1-10 employeesmanagement consulting

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$49K

+47.8% from 2017

Total participants

+16.7% from 2017

Average account balance

$7,068

+26.7% from 2017

Annual return

-6.06%

-16.10 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$168K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$6K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$999

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes3D2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$480

$240 / participant

Other / not subdivided$480100.0%

% of EOY assets

0.970%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,068

$95,193-92.6%

$76,523-90.8%

$135,382-94.8%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-6.06%

4.85%-10.9pp

-0.27%-5.8pp

519.77%-525.8pp

Employer contribution / active EE

$2,662

$3,302-19.4%

$2,647+0.6%

$4,779-44.3%

Participant deferral / active EE

$6,348

$4,639+36.8%

$3,835+65.5%

$5,609+13.2%

Admin fee / account holder

$69

$6,249-98.9%

$4,848-98.6%

$10,829-99.4%

NORTHWEST EXECUTIVE RESOURCES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST EXECUTIVE RESOURCES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion