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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $46,637 |
WOODBURY FINANCIAL SERVICES5+ years Service code 26 818 WEST RIVERSIDE · SPOKANE, WA 99201 | Advisory (Participants) | $31,348 |
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 | $54,872 | $62,928-12.8% | $172,752-68.2% | $67,579-18.8% |
| Participation rate | 75.1% | 64.5%+10.6pp | 82.6%-7.6pp | 71.3%+3.8pp |
| Annual return | 23.82% | 30.36%-6.5pp | 802.97%-779.2pp | 378.56%-354.7pp |
| Employer contribution / active EE | $1,673 | $1,636+2.3% | $5,144-67.5% | $2,148-22.1% |
| Participant deferral / active EE | $3,576 | $2,145+66.7% | $5,198-31.2% | $3,539+1.0% |
| Admin fee / account holder | $257 | $167+54.5% | $13,955-98.2% | $142+80.9% |