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| Provider | Service type | Compensation |
|---|---|---|
VIRIDIAN RIA LLC1 year Service code 26 22232 17TH AVE SE · BOTHELL, WA 98021 | Advisory (Participants) | $20,662 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $18,764 |
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 10604 | Advisory (Participants) | $13,889 |
NORTHWEST PLAN SERVICES, INC.4+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $9,895 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 999 3RD AVENUE · SEATTLE, WA 98104 | Advisory (Participants) | $9,309 |
FINANCIAL INSIGHTS1 year Service code 26 · EIN 68-0585794 3110 RUSTON WAY, SUITE C · TACOMA, WA 98402 | Advisory (Participants) | $9,156 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,299 | $37,196+223.4% | $154,108-21.9% | $55,725+115.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.48% | 1319.68%-1326.2pp | 735.21%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $9,314 | $1,614+477.0% | $5,298+75.8% | $2,078+348.2% |
| Participant deferral / active EE | $6,705 | $2,068+224.2% | $5,081+32.0% | $3,356+99.8% |
| Admin fee / account holder | $165 | $102+62.9% | $13,411-98.8% | $115+43.7% |