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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.10+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $2,655,920 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $793,091 |
ALLSPRING4 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 94-1347393 | Investment Management | $304,769 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST, NA Service code 19 · EIN 16-1486454 | Securities Custodian | $167,003 |
ALAN BILLER & ASSOCIATES10+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $97,733 |
ABRACADABRA3 years Service code 36 11621 E MARGINAL WAY · TUKWILA, WA 98168 | Copying and duplicating; Direct payme... | $89,278 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 94-1347393 | Other Services | $30,629 |
REID MCCARTHY BALLEW & LEAHY9 years Service code 20 · EIN 91-0749971 | Trustee (individual); Direct payment ... | $28,471 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $23,500 |
ANNUITIES WEST, INC.1 year Service code 17 · EIN 91-1210503 | Pension Consulting | $21,091 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,763 | $93,901-94.9% | $105,582-95.5% | $93,901-94.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 71.8%+28.2pp | 81.9%+18.1pp |
| Annual return | 8.44% | 11.15%-2.7pp | 18.61%-10.2pp | 11.15%-2.7pp |
| Employer contribution / active EE | $642 | $4,205-84.7% | $2,984-78.5% | $4,205-84.7% |
| Participant deferral / active EE | $0 | $4,155-100.0% | $4,353-100.0% | $4,155-100.0% |
| Admin fee / account holder | $26 | $66-61.2% | $12,856-99.8% | $66-61.2% |