Filed December 16, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.6+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $31,021 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $11,250 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $4,972 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $4,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,339 | $52,293-36.2% | $178,490-81.3% | $73,409-54.6% |
| Participation rate | 82.2% | 65.3%+16.9pp | 81.9%+0.3pp | 72.2%+10.0pp |
| Annual return | 16.11% | 34.75%-18.6pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,202 | $1,735+26.9% | $5,011-56.1% | $2,234-1.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $71 | $127-44.4% | $13,984-99.5% | $158-55.1% |