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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $165,874 |
LANER MUCHIN2 years Service code 29 · EIN 36-3088463 | Legal | $117,080 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $114,338 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $107,426 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $100,000 |
LAURA CABALLERO10+ years Service code 30 · EIN 36-2407063 | Employee (plan) | $98,642 |
DOWD, BLOCH & BENNETT10+ years Service code 29 · EIN 36-3371377 | Legal | $92,486 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $82,289 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $79,038 |
AMY HERTZ7 years Service code 30 · EIN 36-2407063 | Employee (plan) | $73,663 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $104,795-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 11.54% | 10.52%+1.0pp | 12.12%-0.6pp | 10.52%+1.0pp |
| Employer contribution / active EE | $17,795 | $15,140+17.5% | $33,582-47.0% | $15,140+17.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $130-100.0% | - |