| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.5+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $292,396 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $24,049 |
VIGILANT SERVICES, INC.5+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $16,925 |
RVK, INC.5+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO,BANK, N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $15,091 |
TRUCKER HUSS5+ years Filed as: TRUCKER HUSS, APC Service code 99 | Other Fees | $5,792 |
KH PRINT SOLUTIONS1 year Service code 36 · EIN 91-0531929 | Direct payment from the plan; Copying... | $5,772 |
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 | $16,618 | $97,954-83.0% | $115,167-85.6% | $77,775-78.6% |
| Participation rate | 98.4% | 52.3%+46.1pp | 75.9%+22.5pp | 73.2%+25.2pp |
| Annual return | 18.10% | 23.95%-5.8pp | 35.60%-17.5pp | 32.58%-14.5pp |
| Employer contribution / active EE | $1,564 | $927+68.8% | $3,179-50.8% | $2,504-37.5% |
| Participant deferral / active EE | $0 | $1,655-100.0% | $4,169-100.0% | $3,966-100.0% |
| Admin fee / account holder | $89 | $347-74.3% | $7,089-98.7% | $100-10.9% |