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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-1526584 15130 MAIN ST SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $19,204 |
Service code 10 14945 SW SEQUIOA PARKWAY SUITE 150 · PORTLAND, OR 97224 | Accounting | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,826 | $91,517-86.0% | $101,271-87.3% | $73,412-82.5% |
| Participation rate | 41.0% | 73.8%-32.8pp | 75.8%-34.8pp | 72.2%-31.2pp |
| Annual return | 43.74% | 17.17%+26.6pp | 46.48%-2.7pp | 59.30%-15.6pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,546 | $3,338-23.7% | $4,371-41.7% | $3,806-33.1% |
| Admin fee / account holder | $109 | $216-49.6% | $5,948-98.2% | $158-31.1% |