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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $158,203 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $108,749 |
LAURA CABALLERO9+ years Service code 30 · EIN 36-2407063 | Employee (plan); Other services | $105,963 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $105,834 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $100,000 |
LANER MUCHIN1 year Service code 29 · EIN 36-3088463 | Legal | $98,446 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $82,958 |
DOWD, BLOCH & BENNETT9+ years Service code 29 · EIN 36-3371377 | Legal | $76,787 |
AMY HERTZ6 years Service code 30 · EIN 36-2407063 | Employee (plan) | $76,209 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $72,264 |
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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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 2.96% | 3.90%-0.9pp | 8.61%-5.7pp | 8.76%-5.8pp |
| Employer contribution / active EE | $18,222 | $12,005+51.8% | $33,046-44.9% | $16,664+9.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |