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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 | $98,273-21.2% | $150,734-48.6% | $85,660-9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 14.01% | 7.62%+6.4pp | 600.81%-586.8pp | 19.52%-5.5pp |
| Employer contribution / active EE | $0 | $5,764-100.0% | $4,918-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $3,808 | $1,439+164.5% | $5,610-32.1% | $3,518+8.2% |
| Admin fee / account holder | $165 | $226-27.0% | $14,905-98.9% | $224-26.4% |