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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $128,958 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 15 985 4TH AVENUE, SUITE 2000 · SEATTLE, WA 98104 | Recordkeeping | $41,755 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN ST, 14 FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $4,596 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 15 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Recordkeeping | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,204 | $148,970-86.4% | $136,072-85.2% | $199,960-89.9% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.4%-34.4pp | 72.0%-29.9pp |
| Annual return | 15.56% | 27.07%-11.5pp | 580.46%-564.9pp | 34.28%-18.7pp |
| Employer contribution / active EE | $1,112 | $3,561-68.8% | $4,216-73.6% | $3,036-63.4% |
| Participant deferral / active EE | $2,328 | $6,140-62.1% | $7,028-66.9% | $5,087-54.2% |
| Admin fee / account holder | $91 | $144-36.8% | $6,718-98.6% | $269-66.2% |