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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $21,531 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $7,581 |
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 | $77,131 | $59,535+29.6% | $90,161-14.5% | $62,293+23.8% |
| Participation rate | 97.3% | 73.0%+24.3pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 22.71% | 23.53%-0.8pp | 34.89%-12.2pp | 28.90%-6.2pp |
| Employer contribution / active EE | $2,093 | $1,826+14.6% | $3,318-36.9% | $2,042+2.5% |
| Participant deferral / active EE | $6,537 | $4,639+40.9% | $5,287+23.6% | $3,169+106.3% |
| Admin fee / account holder | $124 | $337-63.2% | $5,943-97.9% | $479-74.2% |