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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.5+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $2,287,284 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $640,461 |
Filed as: MARTINGALE ASSET MANAGEMENT LP Service code 28 · EIN 04-2956583 | Investment Management | $199,135 |
WILMINGTON TRUST1 year Service code 19 · EIN 16-1486454 | Securities Custodian | $127,392 |
Service code 36 · EIN 91-0531929 | Other services; Copying and duplicati... | $122,711 |
KAYE-SMITH ENTERPRISES, INC.3 years Filed as: KAYE-SMITH ENTERPRISES INC. Service code 36 · EIN 93-0523003 | Copying and duplicating; Direct payme... | $82,197 |
ALAN BILLER & ASSOCIATES5+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $75,619 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $39,623 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 94-1347393 | Other Services | $25,682 |
MILLER KAPLAN ARASE LLP5+ 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 | $4,625 | $123,048-96.2% | $81,988-94.4% | $106,273-95.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 69.3%+30.7pp | 70.8%+29.2pp |
| Annual return | 2.34% | 14.83%-12.5pp | 41.32%-39.0pp | 21.70%-19.4pp |
| Employer contribution / active EE | $638 | $3,893-83.6% | $2,499-74.5% | $2,722-76.6% |
| Participant deferral / active EE | $0 | $4,168-100.0% | $3,723-100.0% | $4,601-100.0% |
| Admin fee / account holder | $27 | $116-76.6% | $5,666-99.5% | $78-65.3% |