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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-1526584 | Recordkeeping | $4,294 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,951 | $54,121-29.9% | $134,162-71.7% | $73,412-48.3% |
| Participation rate | 70.4% | 64.4%+6.0pp | 72.2%-1.8pp | 72.2%-1.8pp |
| Annual return | 7.92% | -312.52%+320.4pp | 36.35%-28.4pp | 59.30%-51.4pp |
| Employer contribution / active EE | $1,513 | $1,402+7.9% | $3,705-59.2% | $2,234-32.3% |
| Participant deferral / active EE | $2,838 | $2,844-0.2% | $3,500-18.9% | $3,806-25.4% |
| Admin fee / account holder | $13 | $132-90.1% | $6,685-99.8% | $158-91.7% |