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.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $40,256 |
ELLIOTT DAVIS, LLC3+ years Filed as: ELLIOTT COVE CAPITAL MANAGEMENT Service code 26 · EIN 82-0579238 1000 2ND AVE, STE 1440 · SEATTLE, WA 98104 | Advisory (Participants) | $31,745 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $12,645 |
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 | $100,798 | $81,537+23.6% | $149,721-32.7% | $69,631+44.8% |
| Participation rate | 91.5% | 86.1%+5.4pp | 87.1%+4.5pp | 70.7%+20.8pp |
| Annual return | 69.69% | 22.79%+46.9pp | 1501.67%-1432.0pp | 27571.02%-27501.3pp |
| Employer contribution / active EE | $2,136 | $3,239-34.0% | $5,444-60.8% | $2,032+5.1% |
| Participant deferral / active EE | $4,336 | $4,994-13.2% | $6,568-34.0% | $3,224+34.5% |
| Admin fee / account holder | $156 | $107+46.1% | $11,282-98.6% | $110+41.4% |