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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICE, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $32,102 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,058 |
Service code 34 · EIN 91-1566938 | Valuation (appraisals, etc.) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,002 | $58,726+3.9% | $92,240-33.9% | $62,293-2.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.10% | 43.62%-22.5pp | 176.29%-155.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $438 | $556-21.4% | $5,194-91.6% | $479-8.7% |