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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.4+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $21,802 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $8,478 |
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 | $76,576 | $61,214+25.1% | $83,323-8.1% | $56,287+36.0% |
| Participation rate | 95.2% | 72.6%+22.6pp | 77.8%+17.5pp | 69.9%+25.4pp |
| Annual return | -6.17% | 0.42%-6.6pp | 10.63%-16.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,078 | $1,925+7.9% | $3,379-38.5% | $2,111-1.5% |
| Participant deferral / active EE | $7,277 | $5,091+42.9% | $5,565+30.8% | $3,350+117.2% |
| Admin fee / account holder | $128 | $512-75.0% | $7,539-98.3% | $521-75.5% |