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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 | Shareholder servicing fees; Custodial... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,892 | $69,745+76.2% | $67,511+82.0% | $74,546+64.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.22% | -40.37%+51.6pp | 3517.41%-3506.2pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $13,652 | $2,705+404.7% | $2,733+399.6% | $2,624+420.2% |
| Participant deferral / active EE | $1,982 | $3,636-45.5% | $4,000-50.5% | $4,347-54.4% |
| Admin fee / account holder | $472 | $894-47.2% | $3,999-88.2% | $1,944-75.7% |