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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES ADV LLC Service code 26 22232 17TH AVE SE · BOTHELL, WA 980217411 | Advisory (Participants) | $34,713 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $32,508 |
COLUMBIA2 years Filed as: COLUMBIA RIVER ADVISORS LLC Service code 26 1927 DOCK ST · TACOMA, WA 984023242 | Advisory (Participants) | $16,408 |
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 106043432 | Advisory (Participants) | $16,372 |
FINANCIAL INSIGHTS6 years Service code 26 1551 BROADWAY, 6TH FLOOR · TACOMA, WA 98402 | Advisory (Participants) | $15,433 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $12,377 |
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $11,113 |
Service code 26 1195 WASHINGTON PIKE STE 312 · BRIDGEVILLE, PA 15017 | Advisory (Participants) | $6,260 |
25 LLC1 year Service code 26 214 N CLAY AVE, STE 210 · ST. LOUIS, MO 63122 | Advisory (Participants) | $6,137 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS Service code 26 2232 17TH AVE SE, STE 210 · BOTHELL, WA 980217411 | Advisory (Participants) | $6,005 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,178 | $47,163+277.8% | $149,696+19.0% | $74,460+139.3% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.2pp |
| Annual return | 18.32% | 22.75%-4.4pp | 134.46%-116.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $10,141 | $1,907+431.8% | $4,821+110.4% | $2,638+284.4% |
| Participant deferral / active EE | $7,606 | $2,730+178.6% | $5,682+33.9% | $4,530+67.9% |
| Admin fee / account holder | $202 | $343-41.1% | $13,212-98.5% | $348-41.9% |