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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 10604 | Advisory (Participants) | $12,762 |
APPROPRIATE BALANCE FINANCIAL3+ years Filed as: APPROPRIATE BALANCE FINANCIAL SERV. Service code 26 11245 SE 6TH ST, STE 210 · BELLEVUE, WA 98004 | Advisory (Participants) | $10,095 |
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $8,346 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $7,388 |
LWI FINANCIAL INC1 year Filed as: LWI FINANCIAL INC. Service code 26 · EIN 95-4699121 | Advisory (Participants) | $5,188 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,194 | $46,173+212.3% | $170,435-15.4% | $69,631+107.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 62.36% | 21.62%+40.7pp | 205.94%-143.6pp | 27571.02%-27508.7pp |
| Employer contribution / active EE | $8,548 | $1,610+431.0% | $5,432+57.4% | $2,032+320.6% |
| Participant deferral / active EE | $6,521 | $2,080+213.5% | $4,939+32.0% | $3,224+102.3% |
| Admin fee / account holder | $80 | $116-31.3% | $13,881-99.4% | $110-27.9% |