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| Provider | Service type | Compensation |
|---|---|---|
DUNCAN & HALEY LTD10+ years Service code 26 · EIN 02-0532349 2753 SOUTH WASHINGTON STREET · SEATTLE, WA 98144 | Advisory (Participants) | $45,000 |
NORTHWEST PLAN SERVICES, INC.10+ years Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $23,600 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 999 THIRD AVENUE · SEATTLE, WA 98104 | Accounting | $17,115 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Trustee (directed); Trustee (bank, tr... | $10,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,454 | $73,149+137.1% | $120,574+43.9% | $77,736+123.1% |
| Participation rate | 38.5% | 55.2%-16.7pp | 71.9%-33.4pp | 70.6%-32.1pp |
| Annual return | 9.73% | 18.24%-8.5pp | 107.42%-97.7pp | 31.26%-21.5pp |
| Employer contribution / active EE | $1,651 | $1,793-7.9% | $3,471-52.4% | $2,728-39.5% |
| Participant deferral / active EE | $3,621 | $3,006+20.5% | $4,996-27.5% | $4,651-22.1% |
| Admin fee / account holder | $531 | $660-19.5% | $9,445-94.4% | $433+22.5% |