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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $27,155 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $6,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,770 | $91,406+4.8% | $130,062-26.4% | $74,473+28.6% |
| Participation rate | 70.6% | 77.8%-7.2pp | 78.5%-7.9pp | 70.7%-0.2pp |
| Annual return | 18.31% | 23.21%-4.9pp | -137.37%+155.7pp | 34.36%-16.1pp |
| Employer contribution / active EE | $2,346 | $2,565-8.5% | $4,322-45.7% | $2,638-11.1% |
| Participant deferral / active EE | $4,667 | $4,724-1.2% | $5,821-19.8% | $4,530+3.0% |
| Admin fee / account holder | $157 | $283-44.7% | $10,601-98.5% | $347-54.9% |