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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-1526584 | Recordkeeping | $3,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,250 | $47,898-13.9% | $117,498-64.9% | $64,814-36.4% |
| Participation rate | 61.5% | 61.9%-0.3pp | 70.6%-9.1pp | 71.5%-9.9pp |
| Annual return | -13.80% | -15.54%+1.7pp | 29.75%-43.6pp | 32.84%-46.6pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,178-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,049 | $3,151-3.2% | $4,071-25.1% | $4,310-29.3% |
| Admin fee / account holder | $11 | $132-91.7% | $5,646-99.8% | $188-94.2% |