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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $653,791 |
MAMMINI COMPANY INC.7 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $173,416 |
MATRIX TRUST COMPANY9 years Service code 21 · EIN 75-3182674 | Bank Trustee | $112,239 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $82,338 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $25,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,475 | $105,028-26.2% | $107,187-27.7% | $100,573-23.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 14.01% | 10.61%+3.4pp | 204.55%-190.5pp | 18.89%-4.9pp |
| Employer contribution / active EE | $0 | $5,641-100.0% | $3,782-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $3,808 | $2,685+41.8% | $5,096-25.3% | $4,921-22.6% |
| Admin fee / account holder | $165 | $355-53.6% | $9,162-98.2% | $454-63.7% |