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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.
Annual investment return 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 | $165,320-97.1% | $92,985-94.9% | $165,320-97.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 69.5%+30.5pp | 81.8%+18.2pp |
| Annual return | 8.44% | 12.93%-4.5pp | 27.99%-19.6pp | 12.93%-4.5pp |
| Employer contribution / active EE | $642 | $4,428-85.5% | $2,662-75.9% | $4,428-85.5% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $4,377-100.0% | $7,228-100.0% |
| Admin fee / account holder | $26 | $137-81.2% | $9,463-99.7% | $137-81.2% |