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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $1,340 |
NORTHWEST PLAN SERVICES, INC.3+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $1,157 |
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 | $27,468 | $84,236-67.4% | $170,435-83.9% | $70,126-60.8% |
| Participation rate | 78.6% | 70.8%+7.7pp | 83.6%-5.0pp | 69.5%+9.0pp |
| Annual return | 11.92% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,813 | $3,387-46.5% | $5,432-66.6% | $2,343-22.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $23 | $5,698-99.6% | $13,881-99.8% | $4,645-99.5% |