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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.6+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 10 · EIN 91-0680697 | Accounting | $2,388,757 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $655,644 |
K&H PRINTERS LITHOGRAPHERS2 years Service code 36 · EIN 91-0531929 | Direct payment from the plan; Other s... | $266,844 |
GOLDEN CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-2210064 | Investment Management | $157,187 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $107,809 |
ALAN BILLER & ASSOCIATES6+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $80,000 |
Filed as: MARTINGALE ASSET MANAGEMENT LP Service code 28 · EIN 04-2956583 | Investment Management | $66,110 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $24,154 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $23,200 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 94-1347393 | Other Services | $22,452 |
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 | $4,810 | $130,338-96.3% | $85,708-94.4% | $106,520-95.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.9%+30.1pp | 71.3%+28.7pp |
| Annual return | 15.23% | 14.40%+0.8pp | 21.49%-6.3pp | 19.28%-4.1pp |
| Employer contribution / active EE | $542 | $3,864-86.0% | $2,618-79.3% | $2,840-80.9% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,922-100.0% | $4,948-100.0% |
| Admin fee / account holder | $25 | $114-77.9% | $6,876-99.6% | $75-66.2% |