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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISORS Service code 28 · EIN 93-1244319 | Investment Management | $27,277 |
NORTHWEST PLAN SERVICES, INC.3+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $13,201 |
KUENZI & COMPANY LLC1 year Filed as: KUENZI & COMPANY, LLC Service code 10 650 HAWTHORN AVENUE, SE 110 · SALEM, OR 97301 | Accounting | $11,976 |
Filed as: ALDRICH RETIREMENT PLAN SERVICES Service code 13 · EIN 93-1307583 | Contract Administrator | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,483 | $63,346+5.0% | $92,240-27.9% | $70,126-5.2% |
| Participation rate | 95.8% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 14.87% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $13,263 | $2,471+436.7% | $3,680+260.4% | $2,343+466.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $636 | $3,841-83.4% | $5,194-87.7% | $4,645-86.3% |