Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $209,318 |
Service code 28 1200 SIXTH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $112,745 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $110,000 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $65,360 |
MELODY NEYLAND7+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $57,634 |
DOUG JOHNSTON7+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $52,798 |
MILAN DIKLICH7+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $50,952 |
ASHER, GITTLER & D'ALBA, LTD.7+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $37,394 |
Filed as: MELISSA FURTYO Service code 30 · EIN 36-3794397 | Employee (plan) | $25,045 |
DOWD, BLOCH & BENNETT7+ years Filed as: DOWD, BLOCH, BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $15,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,408 | $80,412-33.6% | $109,191-51.1% | $101,555-47.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 10.79% | 16.17%-5.4pp | 25.76%-15.0pp | 21.00%-10.2pp |
| Employer contribution / active EE | $2,372 | $3,731-36.4% | $3,723-36.3% | $2,972-20.2% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $174 | $135+28.8% | $6,756-97.4% | $139+24.6% |