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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $1,800 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $1,185 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,622 | $77,638-69.6% | $156,551-84.9% | $62,881-62.4% |
| Participation rate | 89.1% | 71.2%+17.9pp | 84.0%+5.1pp | 69.3%+19.8pp |
| Annual return | 8.69% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,474 | $3,444-57.2% | $5,501-73.2% | $2,281-35.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26 | $5,561-99.5% | $13,028-99.8% | $4,296-99.4% |