Filed December 7, 2009
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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $25,749 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Securities Custodian | $5,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,535 | $50,919+30.7% | $155,556-57.2% | $77,762-14.4% |
| Participation rate | 31.7% | 63.1%-31.4pp | 78.2%-46.6pp | 70.6%-38.9pp |
| Annual return | 15.31% | 34.84%-19.5pp | 64.84%-49.5pp | 31.27%-16.0pp |
| Employer contribution / active EE | $774 | $1,991-61.1% | $4,675-83.4% | $2,728-71.6% |
| Participant deferral / active EE | $2,120 | $2,824-24.9% | $5,631-62.4% | $4,651-54.4% |
| Admin fee / account holder | $139 | $437-68.1% | $15,885-99.1% | $433-67.8% |