Filed December 23, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $56,979 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $42,526 |
PACIFIC PORTFOLIO CONSULTING10+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $41,021 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $25,551 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,957 | $89,465+45.3% | $165,100-21.3% | $77,762+67.1% |
| Participation rate | 96.0% | 78.6%+17.3pp | 78.6%+17.4pp | 70.6%+25.4pp |
| Annual return | 12.10% | 28.86%-16.8pp | 70.21%-58.1pp | 31.27%-19.2pp |
| Employer contribution / active EE | $2,659 | $2,565+3.7% | $4,348-38.8% | $2,728-2.5% |
| Participant deferral / active EE | $7,825 | $4,904+59.5% | $6,035+29.6% | $4,651+68.2% |
| Admin fee / account holder | $235 | $340-30.8% | $12,696-98.1% | $433-45.7% |