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| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $22,759 |
ALBERS & COMPANY, INC2 years Service code 27 · EIN 91-1289320 | Advisory (Plan) | $20,061 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,960 | $65,125-43.2% | $143,797-74.3% | $66,949-44.8% |
| Participation rate | 83.9% | 65.2%+18.7pp | 80.3%+3.6pp | 69.8%+14.0pp |
| Annual return | -10.37% | -11.13%+0.8pp | -0.04%-10.3pp | 1.57%-11.9pp |
| Employer contribution / active EE | $878 | $2,362-62.8% | $4,952-82.3% | $2,545-65.5% |
| Participant deferral / active EE | $4,269 | $2,920+46.2% | $5,638-24.3% | $4,239+0.7% |
| Admin fee / account holder | $255 | $503-49.3% | $14,679-98.3% | $594-57.1% |