Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
KMS FINANCIAL1+ years Service code 26 · EIN 91-0850651 1200 NW NAITO PARKWAY · PORTLAND, OR 97209 | Advisory (Participants) | $30,000 |
NORTHWEST PLAN SERVICES, INC.1+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $27,121 |
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 | $107,423 | $46,360+131.7% | $147,617-27.2% | $52,331+105.3% |
| Participation rate | 94.0% | 64.9%+29.1pp | 84.6%+9.4pp | 68.1%+25.9pp |
| Annual return | -1.45% | 1.62%-3.1pp | 61.98%-63.4pp | 4.54%-6.0pp |
| Employer contribution / active EE | $7,566 | $2,126+255.9% | $5,564+36.0% | $1,882+302.1% |
| Participant deferral / active EE | $5,022 | $2,258+122.5% | $4,895+2.6% | $3,022+66.2% |
| Admin fee / account holder | $271 | $766-64.6% | $11,612-97.7% | $592-54.2% |