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| Provider | Service type | Compensation |
|---|---|---|
MILLER NASH GRAHAM & DUNN LLP7+ years Service code 29 · EIN 93-0410518 | Legal | $86,949 |
Service code 28 · EIN 93-0646988 | Investment Management | $55,408 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $39,184 |
NORTHWEST ADMINISTRATORS, INC.7+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $27,919 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,092 | $59,584-62.9% | $86,868-74.6% | $79,393-72.2% |
| Participation rate | 78.0% | 67.7%+10.3pp | 71.6%+6.4pp | 70.7%+7.3pp |
| Annual return | 12.28% | 23.15%-10.9pp | 63.53%-51.2pp | 116.87%-104.6pp |
| Employer contribution / active EE | $1,422 | $1,768-19.5% | $2,496-43.0% | $2,428-41.4% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $660 | $604+9.3% | $5,829-88.7% | $627+5.4% |