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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $26,364 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,441 | $86,692+10.1% | $119,634-20.2% | $66,949+42.6% |
| Participation rate | 70.5% | 75.6%-5.1pp | 79.3%-8.8pp | 69.8%+0.7pp |
| Annual return | -17.72% | -8.00%-9.7pp | -14.98%-2.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,582 | $2,536+1.8% | $4,232-39.0% | $2,545+1.4% |
| Participant deferral / active EE | $5,031 | $4,360+15.4% | $5,601-10.2% | $4,239+18.7% |
| Admin fee / account holder | $192 | $755-74.5% | $10,329-98.1% | $594-67.6% |