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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $75,122 |
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $42,333 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $17,411 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 P.O. BOX 2147 · SEATTLE, WA 98111 | Accounting | $16,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,029 | $60,545+80.1% | $92,240+18.2% | $69,631+56.6% |
| Participation rate | 99.1% | 72.2%+27.0pp | 76.5%+22.6pp | 70.7%+28.4pp |
| Annual return | 20.95% | 19.71%+1.2pp | 176.29%-155.3pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $2,450 | $2,633-7.0% | $3,680-33.4% | $2,032+20.5% |
| Participant deferral / active EE | $8,565 | $2,828+202.9% | $3,897+119.8% | $3,224+165.7% |
| Admin fee / account holder | $353 | $145+143.8% | $5,194-93.2% | $110+219.6% |