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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $118,800 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 15 985 4TH AVENUE, SUITE 2000 · SEATTLE, WA 98104 | Recordkeeping | $27,728 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN ST, 14 FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $3,889 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,433 | $117,734-84.3% | $115,752-84.1% | $77,958-76.4% |
| Participation rate | 25.6% | 82.0%-56.4pp | 77.8%-52.2pp | 71.6%-46.1pp |
| Annual return | 16.75% | 17.65%-0.9pp | 19.41%-2.7pp | 20.87%-4.1pp |
| Employer contribution / active EE | $755 | $2,736-72.4% | $3,492-78.4% | $2,310-67.3% |
| Participant deferral / active EE | $1,041 | $4,435-76.5% | $5,204-80.0% | $3,537-70.6% |
| Admin fee / account holder | $156 | $75+108.2% | $6,278-97.5% | $97+60.2% |