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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISORS, LLC Service code 28 · EIN 93-1244319 | Investment Management | $83,149 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $17,598 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $6,999 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $117,938 | $65,322+80.5% | $70,476+67.3% | $73,493+60.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.09% | 15.71%-0.6pp | 109.12%-94.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $11,619 | $2,460+372.4% | $2,738+324.4% | $2,270+411.9% |
| Participant deferral / active EE | $1,550 | $3,375-54.1% | $3,710-58.2% | $3,740-58.6% |
| Admin fee / account holder | $447 | $214+108.9% | $3,847-88.4% | $513-12.9% |