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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $85,642 |
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $57,563 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $26,308 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 P.O. BOX 2147 · SEATTLE, WA 98111 | Accounting | $24,150 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,896 | $82,979+110.8% | $102,412+70.8% | $77,736+125.0% |
| Participation rate | 99.6% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 16.82% | 19.11%-2.3pp | 24.94%-8.1pp | 31.26%-14.4pp |
| Employer contribution / active EE | $5,169 | $3,554+45.5% | $3,870+33.6% | $2,728+89.5% |
| Participant deferral / active EE | $13,264 | $4,109+222.8% | $5,060+162.1% | $4,651+185.2% |
| Admin fee / account holder | $273 | $639-57.2% | $8,388-96.7% | $433-37.0% |