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.
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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.8+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $60,230 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $13,818 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $11,727 |
RBC WEALTH MANAGEMENT2 years Service code 26 1918 8TH AVE STE 3600 · SEATTLE, WA 981011214 | Advisory (Participants) | $9,946 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,688 | $46,325-33.8% | $143,788-78.7% | $64,814-52.7% |
| Participation rate | 98.5% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.1pp |
| Annual return | -15.98% | -10.05%-5.9pp | -0.03%-15.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,273 | $1,911+18.9% | $4,952-54.1% | $2,507-9.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $145 | $154-6.0% | $14,675-99.0% | $188-23.0% |