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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,231 | $46,332+6.3% | $143,799-65.8% | $64,819-24.0% |
| Participation rate | 66.7% | 64.2%+2.4pp | 80.3%-13.6pp | 71.5%-4.8pp |
| Annual return | -10.03% | -10.05%0pp | -0.04%-10.0pp | 32.84%-42.9pp |
| Employer contribution / active EE | $1,587 | $1,911-17.0% | $4,952-68.0% | $2,507-36.7% |
| Participant deferral / active EE | $3,306 | $2,647+24.9% | $5,638-41.4% | $4,311-23.3% |
| Admin fee / account holder | $108 | $154-29.6% | $14,677-99.3% | $188-42.3% |