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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $22,514 |
WOODBURY FINANCIAL SERVICES4+ years Service code 26 818 WEST RIVERSIDE · SPOKANE, WA 99201 | Advisory (Participants) | $12,375 |
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 | $34,713 | $37,196-6.7% | $154,108-77.5% | $55,725-37.7% |
| Participation rate | 79.1% | 64.1%+15.0pp | 83.0%-3.9pp | 70.9%+8.3pp |
| Annual return | -4.52% | 1319.68%-1324.2pp | 735.21%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,601 | $1,614-0.8% | $5,298-69.8% | $2,078-22.9% |
| Participant deferral / active EE | $3,311 | $2,068+60.1% | $5,081-34.8% | $3,356-1.3% |
| Admin fee / account holder | $96 | $102-5.9% | $13,411-99.3% | $115-17.0% |