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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $112,548 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $34,740 |
SABEY CPA, PLLC6 years Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 PO BOX #5106 · AIKEN, SC 29804 | Accounting | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,449 | $116,081-1.4% | $156,181-26.7% | $79,634+43.7% |
| Participation rate | 96.8% | 75.6%+21.3pp | 78.8%+18.0pp | 62.5%+34.3pp |
| Annual return | 8.67% | 15.89%-7.2pp | 64.87%-56.2pp | 36.46%-27.8pp |
| Employer contribution / active EE | $6,552 | $2,828+131.6% | $4,294+52.6% | $2,529+159.0% |
| Participant deferral / active EE | $4,517 | $4,584-1.5% | $6,132-26.3% | $3,835+17.8% |
| Admin fee / account holder | $120 | $854-86.0% | $14,586-99.2% | $1,002-88.0% |