Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $35,305 |
KMS FINANCIAL6+ years Service code 26 · EIN 91-0850651 1200 NW NAITO PARKWAY · PORTLAND, OR 97209 | Advisory (Participants) | $35,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $11,894 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,619 | $58,879+126.9% | $178,490-25.1% | $73,488+81.8% |
| Participation rate | 98.9% | 66.2%+32.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 12.99% | 24.86%-11.9pp | 151.07%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $5,707 | $2,236+155.2% | $5,011+13.9% | $2,270+151.4% |
| Participant deferral / active EE | $5,457 | $2,567+112.6% | $5,202+4.9% | $3,740+45.9% |
| Admin fee / account holder | $272 | $400-32.0% | $13,984-98.1% | $513-46.9% |