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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.8+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $120,206 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $38,114 |
SABEY CPA, PLLC4 years Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 | Accounting | $12,000 |
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 | $107,323 | $91,394+17.4% | $130,026-17.5% | $74,440+44.2% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.3pp |
| Annual return | 1.93% | 23.20%-21.3pp | -137.26%+139.2pp | 34.37%-32.4pp |
| Employer contribution / active EE | $5,925 | $2,565+131.0% | $4,321+37.1% | $2,638+124.6% |
| Participant deferral / active EE | $4,077 | $4,721-13.6% | $5,821-30.0% | $4,529-10.0% |
| Admin fee / account holder | $139 | $284-51.0% | $10,608-98.7% | $348-60.0% |