Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.3+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $1,872,870 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $577,979 |
Filed as: MARTINGALE ASSET MANAGEMENT LP Service code 28 · EIN 04-2956583 | Investment Management | $216,528 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 10 · EIN 04-1867445 | Accounting | $123,445 |
Filed as: GOLDEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-2210064 | Investment Management | $97,367 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $77,184 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $21,500 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 94-1347393 | Other Services | $21,447 |
Filed as: KAYE-SMITH ENTERPRISES INC. Service code 36 · EIN 93-0523003 | Direct payment from the plan; Copying... | $20,308 |
FRIX TECHNOLOGIES, LLC3+ years Service code 16 · EIN 20-5514064 | Consulting | $18,902 |
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 | $4,970 | $96,540-94.9% | $67,313-92.6% | $73,367-93.2% |
| Participation rate | 99.6% | 65.8%+33.9pp | 69.1%+30.5pp | 69.5%+30.2pp |
| Annual return | 4.24% | -4.11%+8.3pp | -4.08%+8.3pp | 173.45%-169.2pp |
| Employer contribution / active EE | $583 | $4,087-85.7% | $2,566-77.3% | $2,499-76.7% |
| Participant deferral / active EE | $0 | $3,965-100.0% | $3,568-100.0% | $4,033-100.0% |
| Admin fee / account holder | $28 | $100-71.8% | $4,507-99.4% | $68-58.9% |