Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $32,760 |
KMS FINANCIAL3+ years Service code 26 · EIN 91-0850651 1200 NW NAITO PARKWAY · PORTLAND, OR 97209 | Advisory (Participants) | $26,250 |
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 | $115,253 | $55,453+107.8% | $170,435-32.4% | $62,293+85.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.21% | 21.38%-6.2pp | 205.94%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $7,248 | $2,164+235.0% | $5,432+33.4% | $2,042+254.9% |
| Participant deferral / active EE | $5,265 | $2,303+128.6% | $4,939+6.6% | $3,169+66.1% |
| Admin fee / account holder | $222 | $455-51.1% | $13,881-98.4% | $479-53.6% |