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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.2+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $1,884,688 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $571,215 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 46-4242069 | Investment Management | $207,064 |
Filed as: MARTINGALE ASSET MANAGEMENT LP Service code 28 · EIN 04-2956583 | Investment Management | $198,267 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $73,797 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 10 · EIN 04-1867445 | Accounting | $52,583 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 94-1347393 | Other Services | $21,766 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $21,500 |
KAYE CAPITAL MANAGEMENT2+ years Filed as: KAYE SMITH Service code 36 · EIN 93-0523003 | Copying and duplicating | $20,712 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL Service code 21 · EIN 94-3112180 | Bank Trustee | $14,936 |
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 | $4,892 | $106,972-95.4% | $71,671-93.2% | $80,976-94.0% |
| Participation rate | 99.6% | 64.4%+35.2pp | 68.7%+30.9pp | 68.3%+31.4pp |
| Annual return | 3.71% | 23.84%-20.1pp | 20.65%-16.9pp | 22.91%-19.2pp |
| Employer contribution / active EE | $546 | $4,034-86.5% | $2,460-77.8% | $2,402-77.3% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $3,438-100.0% | $3,848-100.0% |
| Admin fee / account holder | $28 | $97-71.0% | $5,558-99.5% | $67-58.4% |