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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $22,031 |
DUNCAN & HALEY LTD1+ years Service code 26 · EIN 02-0532349 | Advisory (Participants) | $20,000 |
RSM US LLP1+ years Filed as: MCGLADREY (RSM US) LLP Service code 10 · EIN 42-0714325 | Accounting | $16,484 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $9,244 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,050 | $41,317+139.7% | $85,969+15.2% | $55,191+79.5% |
| Participation rate | 58.4% | 54.5%+4.0pp | 76.5%-18.1pp | 69.2%-10.7pp |
| Annual return | 0.41% | 3.93%-3.5pp | 9.32%-8.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,056 | $1,198+71.7% | $3,474-40.8% | $1,899+8.3% |
| Participant deferral / active EE | $4,482 | $1,914+134.2% | $3,829+17.1% | $3,046+47.1% |
| Admin fee / account holder | $357 | $97+268.5% | $6,053-94.1% | $91+293.6% |