Filed January 24, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $22,386 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,722 | $75,284-69.8% | $91,004-75.0% | $69,631-67.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 169.25% | 48.40%+120.9pp | 4.60%+164.6pp | 27571.02%-27401.8pp |
| Employer contribution / active EE | $6,823 | $2,473+175.9% | $2,456+177.8% | $2,032+235.7% |
| Participant deferral / active EE | $11,583 | $3,700+213.1% | $3,548+226.5% | $3,224+259.3% |
| Admin fee / account holder | $58 | $111-47.1% | $5,417-98.9% | $110-47.1% |