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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISOR Service code 26 · EIN 93-1244319 | Advisory (Participants) | $92,635 |
NWPS1 year Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW SUITE 250 · SEATTLE, WA 98106 | Contract Administrator | $24,563 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Custodial (securities); Trustee (dire... | $9,191 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,892 | $69,763+76.2% | $67,502+82.1% | $74,495+65.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.22% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $13,652 | $2,704+404.9% | $2,731+399.9% | $2,623+420.5% |
| Participant deferral / active EE | $1,982 | $3,636-45.5% | $4,000-50.5% | $4,346-54.4% |
| Admin fee / account holder | $472 | $896-47.4% | $3,998-88.2% | $1,942-75.7% |