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| Provider | Service type | Compensation |
|---|---|---|
JERMAIN, DUNNAGAN & OWENS, PC3+ years Service code 29 · EIN 92-0116216 | Legal | $34,383 |
LABOR TRUST SERVICES, INC.3+ years Service code 13 · EIN 92-0134212 | Contract Administrator | $23,635 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $17,749 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $16,667 |
BRETT ANDREW VIRGIN1 year Filed as: BRETT STUBBS Service code 20 375 W. 36TH AVE., SUITE 200 · ANCHORAGE, AK 99503 | Trustee (individual); Direct payment ... | $6,008 |
Filed as: WELFARE PENSION ADMIN SVCS, INC. Service code 13 · EIN 91-1363171 | Contract Administrator | $5,085 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,668 | $60,545-70.8% | $92,240-80.8% | $69,631-74.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.45% | 19.71%-8.3pp | 176.29%-164.8pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $889 | $2,633-66.3% | $3,680-75.8% | $2,032-56.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $212 | $145+46.4% | $5,194-95.9% | $110+91.9% |