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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.6+ years Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $23,972 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $8,946 |
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 | $114,421 | $66,813+71.3% | $100,530+13.8% | $73,493+55.7% |
| Participation rate | 97.3% | 77.5%+19.8pp | 79.4%+17.9pp | 70.7%+26.6pp |
| Annual return | 16.67% | 25.70%-9.0pp | 30.89%-14.2pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,422 | $2,147+12.8% | $3,418-29.2% | $2,270+6.7% |
| Participant deferral / active EE | $8,263 | $5,883+40.4% | $6,271+31.8% | $3,740+120.9% |
| Admin fee / account holder | $133 | $512-74.1% | $8,083-98.4% | $513-74.1% |