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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $41,624 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $21,531 |
HARRIS & CO PLLC2 years Filed as: HARRIS & CO, PLLC Service code 10 · EIN 26-4022510 | Accounting | $6,150 |
BENEFIT TRUST COMPANY2 years Service code 19 · EIN 04-3581074 | Securities Custodian | $5,503 |
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 | $32,135 | $104,336-69.2% | $159,455-79.8% | $86,813-63.0% |
| Participation rate | 91.1% | 77.7%+13.4pp | 82.8%+8.3pp | 72.3%+18.8pp |
| Annual return | 14.19% | 26.32%-12.1pp | 263.63%-249.4pp | 97.93%-83.7pp |
| Employer contribution / active EE | $1,265 | $3,451-63.4% | $4,830-73.8% | $2,406-47.4% |
| Participant deferral / active EE | $3,922 | $6,837-42.6% | $7,353-46.7% | $4,131-5.1% |
| Admin fee / account holder | $166 | $172-3.5% | $10,800-98.5% | $170-2.0% |