Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 1918 8TH AVE, STE 3600 · SEATTLE, WA 98101 | Advisory (Participants) | $26,988 |
NWPS1 year Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Contract Administrator | $22,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,730 | $69,383+23.6% | $101,271-15.3% | $73,493+16.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 26.31% | 18.46%+7.8pp | 46.48%-20.2pp | 28.51%-2.2pp |
| Employer contribution / active EE | $4,668 | $2,628+77.6% | $3,660+27.5% | $2,270+105.6% |
| Participant deferral / active EE | $8,835 | $3,301+167.6% | $4,371+102.1% | $3,740+136.2% |
| Admin fee / account holder | $352 | $704-50.1% | $5,948-94.1% | $513-31.5% |