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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $30,574 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,279 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,631 | $89,465+8.0% | $164,866-41.4% | $77,671+24.4% |
| Participation rate | 72.5% | 78.6%-6.1pp | 78.6%-6.1pp | 70.6%+1.9pp |
| Annual return | 13.15% | 28.81%-15.7pp | 69.97%-56.8pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,688 | $2,568+4.7% | $4,343-38.1% | $2,726-1.4% |
| Participant deferral / active EE | $5,004 | $4,897+2.2% | $6,033-17.1% | $4,648+7.7% |
| Admin fee / account holder | $162 | $340-52.2% | $12,689-98.7% | $430-62.3% |