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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.4+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $2,284,063 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $609,197 |
Filed as: MARTINGALE ASSET MANAGEMENT LP Service code 28 · EIN 04-2956583 | Investment Management | $176,955 |
KAYE-SMITH ENTERPRISES, INC.2 years Filed as: KAYE-SMITH ENTERPRISES INC. Service code 36 · EIN 93-0523003 | Copying and duplicating; Direct payme... | $146,198 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $101,024 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $86,340 |
ALAN BILLER & ASSOCIATES4+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $81,079 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 19 · EIN 16-1486454 | Securities Custodian | $31,826 |
WELLS FARGO BANK, N.A.1 year Service code 49 · EIN 94-1347393 | Other Services | $22,697 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $22,600 |
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 | $4,856 | $106,734-95.5% | $75,906-93.6% | $89,609-94.6% |
| Participation rate | 99.7% | 65.6%+34.0pp | 69.3%+30.4pp | 69.6%+30.1pp |
| Annual return | 5.36% | 24.20%-18.8pp | 30.73%-25.4pp | 33.65%-28.3pp |
| Employer contribution / active EE | $522 | $3,939-86.7% | $2,501-79.1% | $2,584-79.8% |
| Participant deferral / active EE | $0 | $3,965-100.0% | $3,604-100.0% | $4,222-100.0% |
| Admin fee / account holder | $30 | $80-62.9% | $5,421-99.5% | $72-58.5% |