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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISOR Service code 28 · EIN 93-1244319 | Investment Management | $78,977 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $22,229 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $8,050 |
CHARLES SCHWAB & CO., INC.5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,416 | $65,582+68.4% | $64,101+72.3% | $71,511+54.4% |
| Participation rate | 95.9% | 73.2%+22.7pp | 72.3%+23.6pp | 67.9%+28.0pp |
| Annual return | 16.27% | 18.96%-2.7pp | 33.72%-17.5pp | 28.86%-12.6pp |
| Employer contribution / active EE | $12,935 | $2,671+384.4% | $2,749+370.6% | $2,589+399.6% |
| Participant deferral / active EE | $1,902 | $3,628-47.6% | $3,881-51.0% | $4,291-55.7% |
| Admin fee / account holder | $415 | $616-32.6% | $3,070-86.5% | $1,588-73.8% |