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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $23,206 |
RBC WEALTH MANAGEMENT5+ years Service code 26 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $13,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,835 | $63,082-2.0% | $81,716-24.3% | $79,852-22.6% |
| Participation rate | 63.0% | 67.5%-4.5pp | 72.0%-9.0pp | 69.6%-6.6pp |
| Annual return | 9.20% | 22.66%-13.5pp | 29.49%-20.3pp | 31.72%-22.5pp |
| Employer contribution / active EE | $1,355 | $1,795-24.5% | $4,310-68.6% | $2,471-45.2% |
| Participant deferral / active EE | $2,269 | $2,780-18.4% | $7,108-68.1% | $3,740-39.3% |
| Admin fee / account holder | $440 | $4,428-90.1% | $5,159-91.5% | $5,306-91.7% |