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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $5,202 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,402 | $61,172-50.3% | $185,851-83.6% | $79,389-61.7% |
| Participation rate | 37.4% | 66.6%-29.2pp | 81.7%-44.3pp | 70.7%-33.3pp |
| Annual return | 11.12% | 19.45%-8.3pp | 122.11%-111.0pp | 116.89%-105.8pp |
| Employer contribution / active EE | $1,006 | $2,321-56.6% | $5,168-80.5% | $2,428-58.5% |
| Participant deferral / active EE | $943 | $2,788-66.2% | $5,569-83.1% | $4,046-76.7% |
| Admin fee / account holder | $220 | $710-69.0% | $16,245-98.6% | $626-64.8% |