Filed January 3, 2024 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $34,081 |
ELLIOTT DAVIS, LLC2+ years Filed as: ELLIOTT COVE CAPITAL MANAGEMENT Service code 26 · EIN 82-0579238 1000 2ND AVE, STE 1440 · SEATTLE, WA 98104 | Advisory (Participants) | $31,363 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $15,282 |
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 | $80,764 | $71,802+12.5% | $133,975-39.7% | $57,658+40.1% |
| Participation rate | 96.4% | 85.5%+11.0pp | 87.1%+9.4pp | 70.2%+26.2pp |
| Annual return | 11.24% | 13.51%-2.3pp | 29.29%-18.0pp | 5.13%+6.1pp |
| Employer contribution / active EE | $2,697 | $3,161-14.7% | $5,211-48.2% | $1,974+36.7% |
| Participant deferral / active EE | $5,138 | $4,606+11.5% | $6,282-18.2% | $3,061+67.9% |
| Admin fee / account holder | $203 | $88+131.4% | $9,324-97.8% | $95+114.6% |