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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 1200 FIFTH AVE STE 1100 · SEATTLE, WA 98101 | Contract Administrator | $47,058 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Management | $18,352 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH RD STE 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $10,000 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746769 10700 NORTHUP WAY STE 200 · BELLEVUE, WA 98004 | Accounting | $8,846 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,380 | $52,884-72.8% | $84,750-83.0% | $55,167-73.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.05% | 18.03%-9.0pp | 22.78%-13.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,988 | $2,233-11.0% | $3,574-44.4% | $1,963+1.3% |
| Participant deferral / active EE | $319 | $2,644-87.9% | $3,712-91.4% | $3,054-89.6% |
| Admin fee / account holder | $157 | $581-72.9% | $5,332-97.1% | $504-68.8% |