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 | $32,456 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 13 · EIN 93-0839718 3235 HILLCREST PARK DRIVE · MEDFORD, OR 97501 | Contract Administrator | $7,139 |
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 | $44,024 | $52,293-15.8% | $178,499-75.3% | $73,412-40.0% |
| Participation rate | 75.3% | 65.3%+10.0pp | 81.9%-6.6pp | 72.2%+3.1pp |
| Annual return | 16.76% | 34.75%-18.0pp | 151.10%-134.3pp | 59.30%-42.5pp |
| Employer contribution / active EE | $1,639 | $1,735-5.5% | $5,011-67.3% | $2,234-26.6% |
| Participant deferral / active EE | $3,465 | $2,332+48.6% | $5,202-33.4% | $3,806-8.9% |
| Admin fee / account holder | $73 | $127-42.7% | $13,986-99.5% | $158-53.8% |