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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4+ years Service code 26 · EIN 41-1416330 1918 8TH AVENUE, SUITE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $79,211 |
NORTHWEST PLAN SERVICES, INC.4+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $45,076 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 P.O. BOX 2147 · SEATTLE, WA 98111 | Accounting | $18,210 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $15,524 |
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 | $99,319 | $56,443+76.0% | $83,850+18.4% | $55,725+78.2% |
| Participation rate | 98.9% | 72.0%+26.8pp | 76.1%+22.7pp | 70.9%+28.0pp |
| Annual return | -4.09% | 393.67%-397.8pp | 850.92%-855.0pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,969 | $2,682+10.7% | $3,631-18.2% | $2,078+42.9% |
| Participant deferral / active EE | $8,919 | $2,965+200.8% | $4,082+118.5% | $3,356+165.8% |
| Admin fee / account holder | $345 | $156+120.8% | $5,478-93.7% | $115+199.5% |