Filed March 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.4+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $45,337 |
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Custodial (other ... | $7,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,025 | $62,928-25.3% | $172,739-72.8% | $67,579-30.4% |
| Participation rate | 86.8% | 64.5%+22.3pp | 82.6%+4.1pp | 71.3%+15.5pp |
| Annual return | 6.87% | 30.36%-23.5pp | 802.84%-796.0pp | 378.56%-371.7pp |
| Employer contribution / active EE | $4,003 | $1,636+144.7% | $5,143-22.2% | $2,148+86.4% |
| Participant deferral / active EE | $3,536 | $2,145+64.8% | $5,198-32.0% | $3,539-0.1% |
| Admin fee / account holder | $151 | $167-9.1% | $13,954-98.9% | $142+6.4% |