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| Provider | Service type | Compensation |
|---|---|---|
VIRIDIAN RIA LLC2 years Service code 26 22232 17TH AVE SE · BOTHELL, WA 98021 | Advisory (Participants) | $23,652 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $22,376 |
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 10604 | Advisory (Participants) | $14,858 |
NORTHWEST PLAN SERVICES, INC.5+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $13,050 |
DOWLING & YAHNKE LLC1 year Service code 26 · EIN 26-0266092 | Advisory (Participants) | $11,864 |
FINANCIAL INSIGHTS2 years Service code 26 · EIN 68-0585794 3110 RUSTON WAY, SUITE C · TACOMA, WA 98402 | Advisory (Participants) | $9,780 |
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 | $137,434 | $62,928+118.4% | $172,752-20.4% | $67,579+103.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.81% | 30.36%-10.5pp | 802.97%-783.2pp | 378.56%-358.7pp |
| Employer contribution / active EE | $9,324 | $1,636+469.9% | $5,144+81.3% | $2,148+334.1% |
| Participant deferral / active EE | $7,021 | $2,145+227.3% | $5,198+35.1% | $3,539+98.4% |
| Admin fee / account holder | $159 | $167-4.7% | $13,955-98.9% | $142+11.6% |