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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $24,159 |
ALBERS & COMPANY, INC3 years Service code 27 · EIN 91-1289320 | Advisory (Plan) | $17,488 |
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 | $37,388 | $77,920-52.0% | $149,723-75.0% | $75,177-50.3% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 12.15% | 31.72%-19.6pp | 134.50%-122.3pp | 160.75%-148.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,264 | $3,411+54.3% | $5,682-7.4% | $4,126+27.6% |
| Admin fee / account holder | $295 | $5,951-95.0% | $13,215-97.8% | $5,651-94.8% |