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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $15,335 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL RETIREMENT ADVISORS Service code 26 · EIN 27-0493248 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Participants) | $6,507 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,155 | $56,540-89.1% | $185,851-96.7% | $86,821-92.9% |
| Participation rate | 49.9% | 65.5%-15.6pp | 81.7%-31.8pp | 72.3%-22.4pp |
| Annual return | 33.68% | 118.20%-84.5pp | 122.11%-88.4pp | 97.94%-64.3pp |
| Employer contribution / active EE | $250 | $1,844-86.5% | $5,168-95.2% | $2,406-89.6% |
| Participant deferral / active EE | $305 | $2,555-88.1% | $5,569-94.5% | $4,132-92.6% |
| Admin fee / account holder | $92 | $150-38.7% | $16,245-99.4% | $170-45.9% |