Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $38,290 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 26 · EIN 20-4284376 | Advisory (Participants) | $31,700 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $12,928 |
Service code 28 · EIN 81-4266371 | Investment Management | $9,225 |
FISHER INVESTMENTS1 year Service code 28 · EIN 20-2480800 | Investment Management | $5,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,058 | $82,879+93.1% | $96,576+65.7% | $67,986+135.4% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.4%+16.2pp | 57.2%+40.4pp |
| Annual return | 19.45% | 36.90%-17.5pp | 38.47%-19.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $2,779 | $2,727+1.9% | $3,553-21.8% | $2,019+37.7% |
| Participant deferral / active EE | $11,100 | $6,976+59.1% | $7,956+39.5% | $3,358+230.6% |
| Admin fee / account holder | $340 | $2,783-87.8% | $11,381-97.0% | $3,203-89.4% |