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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $23,191 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $7,407 |
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 | $62,793 | $51,244+22.5% | $80,977-22.5% | $55,167+13.8% |
| Participation rate | 92.9% | 71.7%+21.2pp | 75.8%+17.1pp | 69.0%+23.9pp |
| Annual return | 8.77% | 17.39%-8.6pp | 17.11%-8.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,191 | $1,770+23.8% | $3,715-41.0% | $1,963+11.6% |
| Participant deferral / active EE | $6,548 | $4,418+48.2% | $5,696+14.9% | $3,054+114.4% |
| Admin fee / account holder | $137 | $398-65.5% | $5,517-97.5% | $504-72.8% |