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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $19,930 |
LPL FINANCIAL6+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $18,894 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,790 | $58,895-29.0% | $178,503-76.6% | $73,497-43.1% |
| Participation rate | 87.5% | 66.2%+21.3pp | 81.9%+5.6pp | 70.7%+16.8pp |
| Annual return | 9.45% | 24.86%-15.4pp | 151.12%-141.7pp | 28.51%-19.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,814 | $2,567+48.6% | $5,202-26.7% | $3,740+2.0% |
| Admin fee / account holder | $227 | $400-43.3% | $13,987-98.4% | $513-55.7% |