Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-1526584 15130 MAIN STREET SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $6,840 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,132 | $55,446-34.8% | $155,574-76.8% | $74,429-51.5% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 13.55% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1,753 | $2,266-22.6% | $4,676-62.5% | $2,625-33.2% |
| Participant deferral / active EE | $5,343 | $2,836+88.4% | $5,629-5.1% | $4,348+22.9% |
| Admin fee / account holder | $27 | $1,743-98.4% | $15,914-99.8% | $1,944-98.6% |