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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $10,700 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST FIDUCIARY SER CO Service code 72 · EIN 22-2704960 1100 N MARKET ST · WILMINGTON, DE 19890 | Other investment fees and expenses | $7,034 |
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Participants) | $5,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,429 | $47,944-7.3% | $67,834-34.5% | $62,881-29.3% |
| Participation rate | 28.8% | 61.1%-32.3pp | 68.8%-40.0pp | 69.3%-40.5pp |
| Annual return | 2.09% | 11.77%-9.7pp | 138.47%-136.4pp | 20.14%-18.1pp |
| Employer contribution / active EE | $499 | $1,562-68.1% | $2,403-79.3% | $2,281-78.1% |
| Participant deferral / active EE | $650 | $2,247-71.1% | $3,160-79.4% | $3,203-79.7% |
| Admin fee / account holder | $912 | $3,712-75.4% | $4,622-80.3% | $4,296-78.8% |