Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NW RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 88-2334307 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,662 | $78,275-36.6% | $109,188-54.5% | $86,821-42.8% |
| Participation rate | 50.0% | 73.8%-23.8pp | 75.9%-25.9pp | 72.3%-22.3pp |
| Annual return | 13.32% | 19.14%-5.8pp | 25.76%-12.4pp | 97.94%-84.6pp |
| Employer contribution / active EE | $2,062 | $3,105-33.6% | $3,723-44.6% | $2,406-14.3% |
| Participant deferral / active EE | $1,592 | $3,641-56.3% | $4,654-65.8% | $4,132-61.5% |
| Admin fee / account holder | $206 | $198+4.0% | $6,755-96.9% | $170+21.7% |