Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $43,725 |
HEARD MCELROY & VESTAL, LLC1+ years Filed as: HEARD MCELROY & VESTAL, CPA Service code 10 · EIN 72-0398470 | Accounting | $6,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,292 | $88,324-75.9% | $115,038-81.5% | $55,191-61.4% |
| Participation rate | 43.8% | 72.5%-28.8pp | 81.4%-37.6pp | 69.2%-25.4pp |
| Annual return | -1.77% | 6.30%-8.1pp | 26.14%-27.9pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,818 | $2,805-35.2% | $4,608-60.6% | $1,899-4.3% |
| Participant deferral / active EE | $3,387 | $5,042-32.8% | $6,026-43.8% | $3,046+11.2% |
| Admin fee / account holder | $220 | $105+108.9% | $8,175-97.3% | $91+142.6% |