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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $172,695 |
Service code 28 1200 SIXTH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $113,945 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $112,200 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $73,501 |
MELODY NEYLAND8+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $60,131 |
MILAN DIKLICH8+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $55,500 |
DOUG JOHNSTON8+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $52,009 |
MELISSA W. COOK & ASSOCIATES2 years Filed as: MELISSA FURTYO Service code 30 · EIN 36-3794397 | Employee (plan) | $26,482 |
ASHER, GITTLER & D'ALBA, LTD.8+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $24,489 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $17,694 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,202 | $70,048-32.6% | $112,270-58.0% | $78,104-39.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -12.29% | -10.85%-1.4pp | 27.49%-39.8pp | 10.90%-23.2pp |
| Employer contribution / active EE | $2,663 | $4,000-33.4% | $3,635-26.8% | $3,128-14.9% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $182 | $127+43.0% | $6,411-97.2% | $79+129.8% |