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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $25,851 |
Filed as: CHARLES SCWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $5,559 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,830 | $47,898+4.0% | $117,533-57.6% | $64,819-23.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -16.37% | -15.54%-0.8pp | 29.77%-46.1pp | 32.84%-49.2pp |
| Employer contribution / active EE | $4,699 | $1,774+164.9% | $4,179+12.4% | $2,507+87.5% |
| Participant deferral / active EE | $6,896 | $3,151+118.9% | $4,072+69.3% | $4,311+60.0% |
| Admin fee / account holder | $52 | $132-60.8% | $5,647-99.1% | $188-72.5% |