Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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 |
|---|---|---|
KMS FINANCIAL2+ years Service code 26 · EIN 91-0850651 1200 NW NAITO PARKWAY · PORTLAND, OR 97209 | Advisory (Participants) | $30,000 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $28,735 |
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 | $103,549 | $46,732+121.6% | $156,551-33.9% | $55,167+87.7% |
| Participation rate | 96.9% | 65.8%+31.1pp | 84.0%+12.9pp | 69.0%+27.9pp |
| Annual return | 7.72% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $7,211 | $2,105+242.5% | $5,501+31.1% | $1,963+267.4% |
| Participant deferral / active EE | $4,927 | $2,204+123.5% | $4,871+1.1% | $3,054+61.3% |
| Admin fee / account holder | $233 | $418-44.3% | $13,028-98.2% | $504-53.7% |