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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-1526584 15130 MAIN STREET SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $9,078 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,241 | $89,465-47.2% | $165,100-71.4% | $77,762-39.2% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.1pp |
| Annual return | 11.56% | 28.86%-17.3pp | 70.21%-58.6pp | 31.27%-19.7pp |
| Employer contribution / active EE | $3,192 | $2,565+24.5% | $4,348-26.6% | $2,728+17.0% |
| Participant deferral / active EE | $3,839 | $4,904-21.7% | $6,035-36.4% | $4,651-17.5% |
| Admin fee / account holder | $20 | $340-94.2% | $12,696-99.8% | $433-95.5% |