| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.3+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $246,029 |
TRUCKER HUSS3+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $29,112 |
RVK, INC.3+ years Service code 16 · EIN 93-0910652 | Consulting | $23,000 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $19,136 |
VIGILANT SERVICES, INC.3+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $17,525 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $16,735 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $8,856 |
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 | $15,136 | $38,989-61.2% | $117,039-87.1% | $77,958-80.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.2%+22.8pp | 71.6%+28.4pp |
| Annual return | 10.33% | 20.61%-10.3pp | 18.95%-8.6pp | 20.87%-10.5pp |
| Employer contribution / active EE | $1,288 | $1,026+25.5% | $3,785-66.0% | $2,310-44.3% |
| Participant deferral / active EE | $0 | $1,621-100.0% | $3,929-100.0% | $3,537-100.0% |
| Admin fee / account holder | $82 | $76+8.7% | $5,974-98.6% | $97-15.8% |