Filed June 2, 2026
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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $54,870 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $35,363 |
LUCID ADVISORS, INC.8+ years Service code 26 · EIN 91-2050140 | Advisory (Participants) | $26,000 |
Service code 10 · EIN 91-1275259 | Accounting | $16,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,914 | $81,948+75.6% | $90,766+58.6% | $64,824+122.0% |
| Participation rate | 89.5% | 80.5%+9.1pp | 75.7%+13.9pp | 71.5%+18.1pp |
| Annual return | -13.89% | -12.53%-1.4pp | -12.16%-1.7pp | 32.84%-46.7pp |
| Employer contribution / active EE | $4,927 | $3,067+60.6% | $2,922+68.6% | $2,507+96.5% |
| Participant deferral / active EE | $6,623 | $4,844+36.7% | $4,565+45.1% | $4,311+53.6% |
| Admin fee / account holder | $341 | $157+117.0% | $8,446-96.0% | $188+81.5% |