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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING4+ years Service code 26 · EIN 91-2090931 | Advisory (Participants) | $49,735 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-1526584 | Recordkeeping | $31,451 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 41-1558009 | Custodial (other than securities); Tr... | $16,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,808 | $55,790+202.6% | $76,667+120.2% | $67,582+149.8% |
| Participation rate | 56.1% | 71.1%-15.0pp | 72.1%-16.0pp | 71.3%-15.2pp |
| Annual return | 2.27% | 64.45%-62.2pp | 1166.74%-1164.5pp | 378.57%-376.3pp |
| Employer contribution / active EE | $1,568 | $1,810-13.4% | $2,303-31.9% | $2,148-27.0% |
| Participant deferral / active EE | $2,274 | $2,875-20.9% | $3,336-31.8% | $3,539-35.8% |
| Admin fee / account holder | $254 | $159+59.3% | $6,423-96.1% | $142+78.2% |