| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.7+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $265,502 |
TRUCKER HUSS7+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $47,886 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $24,670 |
WELLS FARGO BANK, N.A.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $18,366 |
VIGILANT SERVICES, INC.7+ years Service code 24 · EIN 93-0877675 | Discretionary Trustee | $18,000 |
RVK, INC.7+ years Service code 16 · EIN 93-0910652 | Consulting | $16,000 |
KH PRINT SOLUTIONS3 years Service code 36 · EIN 91-0531929 | Copying and duplicating; Direct payme... | $12,193 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,555 | $47,278-56.5% | $124,694-83.5% | $93,010-77.9% |
| Participation rate | 97.0% | 51.1%+46.0pp | 74.6%+22.4pp | 73.9%+23.1pp |
| Annual return | 9.93% | 15.27%-5.3pp | 5144.82%-5134.9pp | 158.70%-148.8pp |
| Employer contribution / active EE | $1,492 | $937+59.2% | $3,325-55.1% | $2,705-44.8% |
| Participant deferral / active EE | $0 | $1,786-100.0% | $4,615-100.0% | $4,561-100.0% |
| Admin fee / account holder | $98 | $108-9.4% | $7,495-98.7% | $152-35.3% |