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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING11+ years Service code 17 · EIN 20-4049073 | Pension Consulting | $38,115 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $22,802 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $6,752 |
12 funds hold $18.4M of the plan's $18.5M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge Cox Income F N/R Dodge & Cox · Mutual fund | $4.6M | 25.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 12.8% |
| Dodge Cox Stock FU N/R Dodge & Cox · Mutual fund | $1.6M | 8.8% |
| Clearbridge Large Cap Growth FD CL I N/R Franklin Templeton · Mutual fund | $1.6M | 8.6% |
| Vanguard Index F N/R Vanguard · Mutual fund Index | $1.5M | 8.2% |
| Dodge & Cox Intl Stock X Fund N/r Dodge & Cox · Mutual fund | $1.3M | 7.2% |
| WCM Focused International Growth Ins N/R WCM Investment Management · Other | $1.3M | 7.1% |
| JP Morgan Global Bond Oppty FD R6 N/R JPMorgan · Mutual fund | $1.0M | 5.5% |
| Stable Value Fund SEI Trust Company Allspring · Insurance contract | $961K | 5.2% |
| Vanguard Small Cap Value Index Admi N/R Vanguard · Mutual fund Index | $749K | 4.1% |
See the other 2 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGalliard Stable Return C N/R | $854K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,492 | $87,870+22.3% | $113,168-5.0% | $74,304+44.7% |
| Participation rate | 91.8% | 70.7%+21.0pp | 76.6%+15.2pp | 60.3%+31.4pp |
| Annual return | 12.48% | 26.44%-14.0pp | 24.27%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,021 | $2,277+32.7% | $2,975+1.5% | $2,241+34.8% |
| Participant deferral / active EE | $7,745 | $4,241+82.6% | $5,107+51.7% | $3,767+105.6% |
| Admin fee / account holder | $393 | $3,368-88.3% | $12,068-96.7% | $2,969-86.7% |