| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.2+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $259,924 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES, LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $33,977 |
RVK, INC.2+ years Service code 16 · EIN 93-0910652 | Consulting | $23,000 |
WELLS FARGO BANK, N.A.2+ years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $21,829 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $18,008 |
VIGILANT SERVICES, INC.2+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
TRUCKER HUSS2+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $10,287 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $7,494 |
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 | $13,543 | $32,530-58.4% | $106,619-87.3% | $63,975-78.8% |
| Participation rate | 100.0% | 55.7%+44.3pp | 78.0%+22.0pp | 71.1%+28.9pp |
| Annual return | 6.05% | 8.92%-2.9pp | 9.42%-3.4pp | 48.65%-42.6pp |
| Employer contribution / active EE | $1,125 | $724+55.4% | $3,947-71.5% | $2,182-48.4% |
| Participant deferral / active EE | $0 | $1,383-100.0% | $3,930-100.0% | $3,356-100.0% |
| Admin fee / account holder | $82 | $61+34.1% | $6,418-98.7% | $70+16.3% |