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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $21,572 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 THREE PARKWAY NORTH · DEERFIELDS, IL 60015 | Advisory (Plan) | $16,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,123 | $81,358-45.8% | $155,556-71.6% | $80,959-45.5% |
| Participation rate | 78.3% | 66.3%+12.0pp | 78.2%0pp | 67.7%+10.6pp |
| Annual return | 11.07% | 33.39%-22.3pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,905 | $3,455+70.9% | $5,631+4.9% | $4,300+37.3% |
| Admin fee / account holder | $357 | $7,994-95.5% | $15,885-97.8% | $6,925-94.8% |