Filed May 22, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DUNCAN & HALEY LTD8+ years Service code 26 · EIN 02-0532349 2753 S WASHINGTON ST · SEATTLE, WA 98144 | Advisory (Participants) | $20,000 |
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 | Recordkeeping | $16,252 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,365 | $125,190-34.2% | $105,624-22.0% | $145,897-43.5% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 13.60% | 225.22%-211.6pp | 116.20%-102.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $8,576 | $3,720+130.5% | $3,168+170.7% | $4,663+83.9% |
| Participant deferral / active EE | $24,974 | $5,716+336.9% | $5,013+398.2% | $6,689+273.3% |
| Admin fee / account holder | $496 | $17,138-97.1% | $10,961-95.5% | $13,390-96.3% |