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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $17,586 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $4,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,132 | $48,313+12.0% | $73,309-26.2% | $52,331+3.4% |
| Participation rate | 95.3% | 68.6%+26.8pp | 74.9%+20.4pp | 68.1%+27.2pp |
| Annual return | 1.99% | 3.85%-1.9pp | 5.67%-3.7pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,805 | $1,661+8.7% | $3,237-44.2% | $1,882-4.1% |
| Participant deferral / active EE | $5,450 | $4,189+30.1% | $4,991+9.2% | $3,022+80.3% |
| Admin fee / account holder | $90 | $404-77.8% | $5,635-98.4% | $592-84.8% |