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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 1918 8TH AVENUE · SEATTLE, WA 98101 | Advisory (Participants) | $56,803 |
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $14,358 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 41-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,077 | $99,957+352.3% | $149,696+202.0% | $73,488+515.2% |
| Participation rate | 87.4% | 75.7%+11.7pp | 82.5%+4.9pp | 70.7%+16.7pp |
| Annual return | 24.29% | 53.87%-29.6pp | 276.60%-252.3pp | 28.51%-4.2pp |
| Employer contribution / active EE | $16,285 | $3,191+410.3% | $4,644+250.6% | $2,270+617.3% |
| Participant deferral / active EE | $9,531 | $6,073+57.0% | $6,842+39.3% | $3,740+154.9% |
| Admin fee / account holder | $660 | $551+19.8% | $9,309-92.9% | $513+28.6% |