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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $181,057 |
MAMMINI COMPANY INC.7 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $39,846 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $26,396 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $25,359 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $20,700 |
SMACNA SAN DIEGO10+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $17,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,351-100.0% | $105,223-100.0% | $103,975-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 75.0%-75.0pp | 72.5%-72.5pp |
| Annual return | 12.92% | 11.69%+1.2pp | 180.65%-167.7pp | 19.41%-6.5pp |
| Employer contribution / active EE | $2,540 | $5,336-52.4% | $3,689-31.1% | $3,722-31.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $8,859-100.0% | $332-100.0% |