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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 | $130,795-12.5% | $173,730-34.1% | $64,728+76.8% |
| Participation rate | 96.8% | 69.9%+27.0pp | 79.6%+17.3pp | 57.9%+38.9pp |
| Annual return | 8.67% | 13.01%-4.3pp | 19.96%-11.3pp | 49.38%-40.7pp |
| Employer contribution / active EE | $6,552 | $2,914+124.8% | $4,577+43.1% | $2,243+192.1% |
| Participant deferral / active EE | $4,517 | $3,477+29.9% | $6,326-28.6% | $2,729+65.5% |
| Admin fee / account holder | $120 | $1,356-91.2% | $17,523-99.3% | $1,145-89.5% |