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 LTD3+ years Service code 26 · EIN 02-0532349 105 S MAIN ST, SUITE 205 · SEATTLE, WA 98104 | Advisory (Participants) | $20,000 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $16,582 |
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $14,604 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,994 | $76,371+46.6% | $93,621+19.6% | $72,975+53.5% |
| Participation rate | 43.1% | 71.8%-28.7pp | 75.8%-32.8pp | 69.5%-26.4pp |
| Annual return | 4.15% | 25.82%-21.7pp | 32.76%-28.6pp | 81.01%-76.9pp |
| Employer contribution / active EE | $1,268 | $2,276-44.3% | $2,719-53.4% | $2,440-48.0% |
| Participant deferral / active EE | $2,857 | $3,538-19.3% | $4,070-29.8% | $3,608-20.8% |
| Admin fee / account holder | $683 | $6,839-90.0% | $7,890-91.3% | $5,124-86.7% |