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 FINANCIAL5+ years Service code 26 · EIN 91-0850651 1200 NW NAITO PARKWAY · PORTLAND, OR 97209 | Advisory (Participants) | $35,000 |
NORTHWEST PLAN SERVICES, INC.5+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $32,849 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $11,010 |
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 | $124,735 | $52,961+135.5% | $172,755-27.8% | $65,185+91.4% |
| Participation rate | 98.5% | 66.2%+32.3pp | 82.6%+15.8pp | 70.2%+28.3pp |
| Annual return | 21.93% | 30.12%-8.2pp | 802.94%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $5,919 | $2,190+170.3% | $5,144+15.1% | $2,177+171.9% |
| Participant deferral / active EE | $5,430 | $2,471+119.7% | $5,198+4.5% | $3,514+54.5% |
| Admin fee / account holder | $258 | $472-45.4% | $13,955-98.2% | $847-69.6% |