NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.

Plan Overview & Key Metrics

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is a defined contribution retirement plan offered by NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is $14,009,255.00.This plan was established in 1997.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is 128

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Average Participant Retirement Account Value

In 2017, the average participant retirement account value for NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is $109,447.00

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is $8,966.00.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is approximately $5,117.00
Investing in this additonal $5,117.00 for 20 years would give you extra $327,525.00, assuming a 10% annual return.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Total Employer Contribution and Match Rate

In 2017, NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. allocates $655,051.00 to match its employees’ contributions, providing an employer match rate of 114.15% of their contributions

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is 24.32%.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is 14.65%. This measures the effectiveness of the plan participants’ investments in the year.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. Expense Ratio

In 2017, the investment and administrative expense ratio of NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. is 0.10%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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