Filed June 30, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.9+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $4,116 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $1,220 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $1,214 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $1,069 |
MASTERY POINT9+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $152 |
RUSSELL TRUST COMPANY9+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $68 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,875 | $102,422+11.2% | $147,117-22.6% | $80,959+40.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.08% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $11,240 | $3,717+202.4% | $4,932+127.9% | $2,757+307.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $57 | $7,953-99.3% | $12,993-99.6% | $6,925-99.2% |