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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Recordkeeping | $3,181 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANKI Service code 18 · EIN 42-1558009 211 MAIN ST, 14 FLOOR · SAN FRANCISCO, CA 94105 | Custodial (other than securities) | $1,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,660 | $41,281-66.9% | $109,313-87.5% | $57,658-76.3% |
| Participation rate | 44.3% | 59.3%-15.1pp | 71.3%-27.0pp | 70.2%-26.0pp |
| Annual return | 10.00% | 8.97%+1.0pp | 22.07%-12.1pp | 5.13%+4.9pp |
| Employer contribution / active EE | $147 | $1,201-87.8% | $3,892-96.2% | $1,974-92.6% |
| Participant deferral / active EE | $561 | $2,223-74.8% | $3,166-82.3% | $3,061-81.7% |
| Admin fee / account holder | $16 | $75-79.0% | $5,666-99.7% | $95-83.3% |