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.4+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $32,806 |
KMS FINANCIAL4+ years Service code 26 · EIN 91-0850651 1200 NW NAITO PARKWAY · PORTLAND, OR 97209 | Advisory (Participants) | $32,500 |
Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $8,443 |
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 | $111,296 | $47,977+132.0% | $154,111-27.8% | $56,287+97.7% |
| Participation rate | 99.5% | 66.2%+33.3pp | 83.0%+16.5pp | 69.9%+29.7pp |
| Annual return | -4.86% | 3.54%-8.4pp | 735.18%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $7,172 | $2,169+230.7% | $5,298+35.4% | $2,111+239.7% |
| Participant deferral / active EE | $5,367 | $2,392+124.4% | $5,081+5.6% | $3,350+60.2% |
| Admin fee / account holder | $260 | $438-40.7% | $13,411-98.1% | $521-50.2% |