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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $99,055 |
PACIFIC PORTFOLIO CONSULTING10+ years Service code 27 · EIN 91-1577578 | Advisory (Plan) | $35,000 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28,263 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $26,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,535 | $2,703,213-97.3% | $165,100-56.1% | $200,096-63.8% |
| Participation rate | 51.6% | 78.4%-26.9pp | 78.6%-27.0pp | 72.0%-20.4pp |
| Annual return | 15.42% | 17.97%-2.6pp | 70.21%-54.8pp | 34.26%-18.8pp |
| Employer contribution / active EE | $1,393 | $2,973-53.1% | $4,348-68.0% | $3,038-54.1% |
| Participant deferral / active EE | $2,563 | $5,021-49.0% | $6,035-57.5% | $5,090-49.7% |
| Admin fee / account holder | $109 | $1,999-94.6% | $12,696-99.1% | $269-59.6% |