Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $653,791 |
MAMMINI COMPANY INC.7 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $173,416 |
MATRIX TRUST COMPANY9 years Service code 21 · EIN 75-3182674 | Bank Trustee | $112,239 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $82,338 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $25,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,475 | $98,776-21.6% | $119,126-35.0% | $89,670-13.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 14.01% | 9.25%+4.8pp | 282.11%-268.1pp | 19.66%-5.7pp |
| Employer contribution / active EE | $0 | $5,802-100.0% | $4,034-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $3,808 | $1,748+117.8% | $5,318-28.4% | $3,962-3.9% |
| Admin fee / account holder | $165 | $230-28.5% | $10,693-98.5% | $352-53.2% |