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 | $10,285 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 13 · EIN 93-0839718 3235 HILLCREST PARK DRIVE · MEDFORD, OR 97501 | Contract Administrator | $9,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,651 | $62,928-52.9% | $172,739-82.8% | $67,579-56.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.89% | 30.36%-10.5pp | 802.84%-782.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,419 | $1,636-13.3% | $5,143-72.4% | $2,148-33.9% |
| Participant deferral / active EE | $3,182 | $2,145+48.4% | $5,198-38.8% | $3,539-10.1% |
| Admin fee / account holder | $35 | $167-78.8% | $13,954-99.7% | $142-75.2% |