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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $43,299 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN NORTWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $34,242 |
BENEFIT TRUST COMPANY3 years Service code 19 · EIN 04-3581074 | Securities Custodian | $9,342 |
HARRIS & CO PLLC3 years Filed as: HARRIS & CO, PLLC Service code 10 · EIN 26-4022510 | Accounting | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,014 | $82,163-63.5% | $125,381-76.1% | $64,819-53.7% |
| Participation rate | 93.2% | 77.9%+15.3pp | 82.4%+10.8pp | 71.5%+21.7pp |
| Annual return | -15.92% | 3.49%-19.4pp | 572.31%-588.2pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,084 | $3,616-42.4% | $4,815-56.7% | $2,507-16.9% |
| Participant deferral / active EE | $4,877 | $7,175-32.0% | $7,448-34.5% | $4,311+13.1% |
| Admin fee / account holder | $189 | $163+16.0% | $10,007-98.1% | $188+0.8% |