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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES6+ years Service code 26 818 WEST RIVERSIDE · SPOKANE, WA 99201 | Advisory (Participants) | $35,626 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $32,588 |
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 | $63,323 | $52,293+21.1% | $178,503-64.5% | $73,412-13.7% |
| Participation rate | 72.9% | 65.3%+7.6pp | 81.9%-9.0pp | 72.2%+0.7pp |
| Annual return | 15.72% | 34.75%-19.0pp | 151.12%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,833 | $1,736+5.5% | $5,011-63.4% | $2,234-18.0% |
| Participant deferral / active EE | $3,907 | $2,333+67.5% | $5,202-24.9% | $3,806+2.7% |
| Admin fee / account holder | $234 | $127+83.9% | $13,987-98.3% | $158+48.4% |