Filed September 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,603 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 13 · EIN 93-0839718 | Contract Administrator | $11,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,344 | $50,815+30.6% | $155,509-57.3% | $77,643-14.6% |
| Participation rate | 60.1% | 63.1%-3.0pp | 78.2%-18.1pp | 70.6%-10.5pp |
| Annual return | 10.89% | 34.80%-23.9pp | 64.67%-53.8pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,796 | $1,993-9.9% | $4,672-61.6% | $2,726-34.1% |
| Participant deferral / active EE | $3,420 | $2,822+21.2% | $5,626-39.2% | $4,647-26.4% |
| Admin fee / account holder | $129 | $437-70.6% | $15,912-99.2% | $430-70.1% |