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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $31,167 |
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $24,229 |
COLUMBIA1 year Filed as: COLUMBIA RIVER ADVISORS LLC Service code 26 2115 N 30TH ST STE 102 · TACOMA, WA 984033396 | Advisory (Participants) | $20,980 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS Service code 26 2232 17TH AVE SE, STE 210 · BOTHELL, WA 980217411 | Advisory (Participants) | $20,430 |
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 106043432 | Advisory (Participants) | $16,177 |
FINANCIAL INSIGHTS5 years Service code 26 · EIN 68-0585794 1551 BROADWAY STE 600 · TACOMA, WA 98402 | Advisory (Participants) | $12,614 |
VIRIDIAN RIA LLC5 years Service code 26 22232 17TH AVE SE · BOTHELL, WA 980217411 | Advisory (Participants) | $11,560 |
DOWLING & YAHNKE LLC4 years Service code 26 · EIN 26-0266092 | Advisory (Participants) | $9,492 |
Service code 26 1195 WASHINGTON PIKE STE 312 · BRIDGEVILLE, PA 15017 | Advisory (Participants) | $7,184 |
Service code 26 · EIN 20-8307105 | Advisory (Participants) | $7,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,986 | $46,332+238.8% | $143,799+9.2% | $64,819+142.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.03% | -10.05%-7.0pp | -0.04%-17.0pp | 32.84%-49.9pp |
| Employer contribution / active EE | $10,337 | $1,911+440.9% | $4,952+108.7% | $2,507+312.3% |
| Participant deferral / active EE | $7,797 | $2,647+194.5% | $5,638+38.3% | $4,311+80.9% |
| Admin fee / account holder | $216 | $154+40.6% | $14,677-98.5% | $188+15.1% |