Filed March 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.5+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $50,250 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $8,390 |
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 | $49,037 | $52,293-6.2% | $178,490-72.5% | $73,409-33.2% |
| Participation rate | 90.3% | 65.3%+25.0pp | 81.9%+8.4pp | 72.2%+18.2pp |
| Annual return | 3.24% | 34.75%-31.5pp | 151.07%-147.8pp | 59.29%-56.0pp |
| Employer contribution / active EE | $4,151 | $1,735+139.2% | $5,011-17.2% | $2,234+85.8% |
| Participant deferral / active EE | $3,750 | $2,332+60.8% | $5,202-27.9% | $3,805-1.5% |
| Admin fee / account holder | $154 | $127+20.8% | $13,984-98.9% | $158-2.5% |