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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $173,324 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $110,000 |
Service code 28 1200 SIXTH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $109,257 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $67,252 |
MELODY NEYLAND6+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $56,876 |
DOUG JOHNSTON6+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $50,124 |
MILAN DIKLICH6+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $48,788 |
ASHER, GITTLER & D'ALBA, LTD.6+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $28,290 |
DOWD, BLOCH & BENNETT6+ years Filed as: DOWD, BLOCH, BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $17,010 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $13,272 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,475 | $73,497-35.4% | $101,275-53.1% | $93,223-49.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 11.00% | 11.66%-0.7pp | 46.46%-35.5pp | 19.29%-8.3pp |
| Employer contribution / active EE | $2,412 | $3,600-33.0% | $3,660-34.1% | $2,680-10.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $170 | $121+40.9% | $5,948-97.1% | $79+115.1% |