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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 13 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Contract Administrator | $10,692 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Custodial (other than securities) | $3,900 |
LPL FINANCIAL9+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $233,342 | $81,487+186.4% | $102,412+127.8% | $80,935+188.3% |
| Participation rate | 83.8% | 66.8%+17.0pp | 74.5%+9.3pp | 67.7%+16.2pp |
| Annual return | 7.80% | 25.60%-17.8pp | 24.94%-17.1pp | 35.66%-27.9pp |
| Employer contribution / active EE | $674 | $3,103-78.3% | $3,870-82.6% | $2,757-75.5% |
| Participant deferral / active EE | $7,912 | $3,871+104.4% | $5,060+56.4% | $4,299+84.0% |
| Admin fee / account holder | $110 | $6,717-98.4% | $8,388-98.7% | $6,924-98.4% |