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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-1526584 | Recordkeeping | $3,993 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,566 | $47,648-27.5% | $130,660-73.5% | $67,579-48.9% |
| Participation rate | 73.2% | 60.4%+12.7pp | 71.7%+1.4pp | 71.3%+1.9pp |
| Annual return | 7.12% | 25.73%-18.6pp | 1709.29%-1702.2pp | 378.56%-371.4pp |
| Employer contribution / active EE | $1,257 | $1,408-10.7% | $4,092-69.3% | $2,148-41.5% |
| Participant deferral / active EE | $2,519 | $2,616-3.7% | $3,603-30.1% | $3,539-28.8% |
| Admin fee / account holder | $12 | $105-88.4% | $5,463-99.8% | $142-91.4% |