Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWPS6 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $69,722 |
SABEY CPA, PLLC4 years Filed as: SABEY CPA,LLC Service code 10 · EIN 83-2111556 PO BOX #5106 · AIKEN, SC 29804 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $11,666 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,972 | $89,465-28.5% | $165,071-61.2% | $77,736-17.7% |
| Participation rate | 96.9% | 78.6%+18.2pp | 78.6%+18.2pp | 70.6%+26.3pp |
| Annual return | 12.17% | 28.86%-16.7pp | 70.17%-58.0pp | 31.26%-19.1pp |
| Employer contribution / active EE | $258 | $2,565-89.9% | $4,347-94.1% | $2,728-90.5% |
| Participant deferral / active EE | $4,205 | $4,904-14.3% | $6,035-30.3% | $4,651-9.6% |
| Admin fee / account holder | $145 | $340-57.3% | $12,695-98.9% | $433-66.5% |