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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $25,608 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 26 · EIN 20-4284376 | Advisory (Participants) | $14,652 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $11,624 |
Service code 28 · EIN 81-4266371 | Investment Management | $8,161 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,645 | $79,089+60.1% | $100,392+26.2% | $74,459+70.1% |
| Participation rate | 97.3% | 79.4%+17.8pp | 81.5%+15.8pp | 67.2%+30.0pp |
| Annual return | 16.46% | 20.61%-4.2pp | 49.45%-33.0pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,693 | $3,015-10.7% | $3,941-31.7% | $2,626+2.6% |
| Participant deferral / active EE | $10,390 | $7,747+34.1% | $8,090+28.4% | $4,350+138.9% |
| Admin fee / account holder | $212 | $1,336-84.1% | $7,904-97.3% | $1,945-89.1% |