Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISORS, LLC Service code 28 · EIN 93-1244319 | Investment Management | $70,037 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $18,802 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $7,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,208 | $55,002+71.3% | $59,899+57.3% | $56,289+67.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -5.19% | 1.13%-6.3pp | 3.46%-8.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $11,029 | $2,448+350.5% | $2,723+305.1% | $2,111+422.4% |
| Participant deferral / active EE | $1,577 | $3,121-49.5% | $3,402-53.7% | $3,350-52.9% |
| Admin fee / account holder | $437 | $236+85.2% | $3,592-87.8% | $521-16.2% |