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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.9+ years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,944 | $65,960-16.7% | $81,844-32.9% | $77,736-29.3% |
| Participation rate | 25.4% | 65.8%-40.4pp | 72.4%-47.0pp | 70.6%-45.2pp |
| Annual return | 14.82% | 26.64%-11.8pp | 778.87%-764.1pp | 31.26%-16.4pp |
| Employer contribution / active EE | $839 | $2,375-64.7% | $2,916-71.2% | $2,728-69.2% |
| Participant deferral / active EE | $1,635 | $3,505-53.3% | $4,323-62.2% | $4,651-64.8% |
| Admin fee / account holder | $14 | $526-97.4% | $7,355-99.8% | $433-96.8% |