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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,449 | $148,584-23.0% | $216,567-47.2% | $69,255+65.3% |
| Participation rate | 96.8% | 77.0%+19.8pp | 81.6%+15.2pp | 69.0%+27.8pp |
| Annual return | 8.67% | 8.62%+0.1pp | 12.94%-4.3pp | 26.73%-18.1pp |
| Employer contribution / active EE | $6,552 | $3,404+92.4% | $5,216+25.6% | $2,645+147.7% |
| Participant deferral / active EE | $4,517 | $3,500+29.1% | $6,191-27.0% | $2,890+56.3% |
| Admin fee / account holder | $120 | $791-84.8% | $21,981-99.5% | $733-83.6% |