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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISORS, LLC Service code 28 · EIN 93-1244319 | Investment Management | $47,193 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $17,952 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $6,595 |
Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,837 | $60,795+67.5% | $69,455+46.6% | $65,185+56.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 18.97% | 17.46%+1.5pp | 28.97%-10.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $9,835 | $2,452+301.1% | $2,779+253.9% | $2,177+351.9% |
| Participant deferral / active EE | $1,272 | $3,162-59.8% | $3,535-64.0% | $3,514-63.8% |
| Admin fee / account holder | $301 | $314-3.9% | $3,839-92.1% | $847-64.4% |