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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $26,189 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $5,728 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,646 | $81,494+37.0% | $133,978-16.7% | $73,497+51.9% |
| Participation rate | 91.9% | 76.4%+15.5pp | 79.8%+12.0pp | 70.7%+21.2pp |
| Annual return | 16.87% | 19.40%-2.5pp | 45.10%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,257 | $2,210+47.4% | $3,919-16.9% | $2,270+43.5% |
| Participant deferral / active EE | $6,153 | $3,787+62.5% | $5,047+21.9% | $3,740+64.5% |
| Admin fee / account holder | $214 | $713-70.0% | $8,930-97.6% | $513-58.3% |