Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-1526584 15130 MAIN STREET SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $9,401 |
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 | $23,158 | $65,083-64.4% | $143,788-83.9% | $66,930-65.4% |
| Participation rate | 92.3% | 65.2%+27.1pp | 80.3%+12.0pp | 69.8%+22.5pp |
| Annual return | -18.74% | -11.13%-7.6pp | -0.03%-18.7pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,501 | $2,361-36.4% | $4,952-69.7% | $2,545-41.0% |
| Participant deferral / active EE | $4,211 | $2,920+44.2% | $5,638-25.3% | $4,238-0.6% |
| Admin fee / account holder | $40 | $502-92.1% | $14,675-99.7% | $593-93.3% |