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| Provider | Service type | Compensation |
|---|---|---|
VIRIDIAN RIA LLC3 years Service code 26 22232 17TH AVE SE · BOTHELL, WA 98021 | Advisory (Participants) | $27,278 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $25,365 |
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 10604 | Advisory (Participants) | $15,566 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $12,294 |
DOWLING & YAHNKE LLC2 years Service code 26 · EIN 26-0266092 | Advisory (Participants) | $12,087 |
FINANCIAL INSIGHTS3 years Service code 26 · EIN 68-0585794 3110 RUSTON WAY, SUITE C · TACOMA, WA 98402 | Advisory (Participants) | $10,586 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,094 | $52,293+179.4% | $178,503-18.2% | $73,412+99.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.90% | 34.75%-19.9pp | 151.12%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $9,161 | $1,736+427.6% | $5,011+82.8% | $2,234+310.1% |
| Participant deferral / active EE | $6,736 | $2,333+188.7% | $5,202+29.5% | $3,806+77.0% |
| Admin fee / account holder | $148 | $127+16.5% | $13,987-98.9% | $158-6.0% |