| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.1+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $248,884 |
TRUCKER HUSS1+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $47,435 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $35,787 |
RVK, INC.1+ years Service code 16 · EIN 93-0910652 | Consulting | $29,675 |
WELLS FARGO BANK, N.A.1+ years Service code 18 · EIN 94-1347393 | Other services; Custodial (other than... | $27,620 |
VIGILANT SERVICES, INC.1+ years Service code 20 · EIN 93-0877675 | Trustee (individual) | $18,000 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $10,097 |
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 | $12,968 | $35,135-63.1% | $85,969-84.9% | $59,188-78.1% |
| Participation rate | 100.0% | 50.0%+50.0pp | 76.5%+23.5pp | 69.4%+30.6pp |
| Annual return | -1.74% | 11.01%-12.8pp | 9.32%-11.1pp | 5.51%-7.3pp |
| Employer contribution / active EE | $1,117 | $764+46.1% | $3,474-67.9% | $2,098-46.8% |
| Participant deferral / active EE | $0 | $1,349-100.0% | $3,829-100.0% | $3,265-100.0% |
| Admin fee / account holder | $88 | $152-42.3% | $6,053-98.6% | $92-5.1% |