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 | $44,824 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 13 · EIN 93-0839718 3235 HILLCREST PARK DRIVE · MEDFORD, OR 97501 | Contract Administrator | $8,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,231 | $46,292+6.3% | $143,757-65.8% | $64,808-24.0% |
| Participation rate | 66.7% | 64.2%+2.5pp | 80.3%-13.6pp | 71.5%-4.8pp |
| Annual return | -10.03% | -10.05%0pp | -0.04%-10.0pp | 32.82%-42.8pp |
| Employer contribution / active EE | $1,587 | $1,910-16.9% | $4,951-67.9% | $2,506-36.7% |
| Participant deferral / active EE | $3,306 | $2,646+25.0% | $5,637-41.3% | $4,310-23.3% |
| Admin fee / account holder | $108 | $154-29.6% | $14,673-99.3% | $188-42.3% |