Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $165,100-41.5% | $77,762+24.3% |
| Participation rate | 72.5% | 78.6%-6.1pp | 78.6%-6.1pp | 70.6%+1.9pp |
| Annual return | 13.15% | 28.86%-15.7pp | 70.21%-57.1pp | 31.27%-18.1pp |
| Employer contribution / active EE | $2,688 | $2,565+4.8% | $4,348-38.2% | $2,728-1.5% |
| Participant deferral / active EE | $5,004 | $4,904+2.0% | $6,035-17.1% | $4,651+7.6% |
| Admin fee / account holder | $162 | $340-52.2% | $12,696-98.7% | $433-62.5% |