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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.1+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $1,989,320 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $542,803 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 46-4242069 | Investment Management | $208,179 |
Filed as: MARTINGALE ASSET MANAGEMENT LP Service code 28 · EIN 04-2956583 | Investment Management | $174,686 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $81,878 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 10 · EIN 04-1867445 | Accounting | $46,382 |
Filed as: BRANDYWINE GLOBAL INVSTMNT MGMT LLC Service code 28 · EIN 51-0294065 | Investment Management | $38,402 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 94-1347393 | Other Services | $22,126 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $21,250 |
FRIX TECHNOLOGIES, LLC1+ years Service code 16 · EIN 20-5514064 | Consulting | $17,355 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,926 | $93,789-94.7% | $67,836-92.7% | $329,111-98.5% |
| Participation rate | 99.5% | 65.9%+33.6pp | 68.8%+30.7pp | 67.9%+31.7pp |
| Annual return | 3.97% | 17.51%-13.5pp | 138.49%-134.5pp | 16.35%-12.4pp |
| Employer contribution / active EE | $584 | $3,924-85.1% | $2,404-75.7% | $2,303-74.6% |
| Participant deferral / active EE | $0 | $3,663-100.0% | $3,160-100.0% | $3,682-100.0% |
| Admin fee / account holder | $30 | $82-62.8% | $4,621-99.3% | $754-96.0% |