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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 87-3599091 | Other Services | $16,963 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $9,600 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $3,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,422 | $65,092+178.7% | $143,799+26.2% | $66,938+171.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.98% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $8,795 | $2,362+272.4% | $4,952+77.6% | $2,545+245.6% |
| Participant deferral / active EE | $7,109 | $2,920+143.4% | $5,638+26.1% | $4,238+67.7% |
| Admin fee / account holder | $138 | $502-72.6% | $14,677-99.1% | $594-76.8% |