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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $73,505 |
BRADLEY L. MIDDLETON, PC3 years Filed as: BRADLEY L MIDDLETON, PC Service code 29 · EIN 93-1215960 | Legal | $31,009 |
MIDDLETON & COMPANY, CPA, PC3 years Filed as: MIDDLETON & CO CPA PC Service code 10 · EIN 93-0809066 | Accounting | $25,000 |
MASONRY INDUSTRY TRUST ADMIN.10+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $23,355 |
SCOTT CAPITAL ADVISORS4 years Service code 26 · EIN 84-4636104 707 SW WASHINGTON ST · PORTLAND, OR 97205 | Advisory (Participants) | $18,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $13,072 |
AMERICAN REALTY ADVISORS1 year Filed as: MARKEL AMERICAN INS. CO. Service code 23 · EIN 54-1398877 | Insurance services; Other insurance f... | $12,257 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,002 | $241,850-89.2% | $102,437-74.6% | $200,096-87.0% |
| Participation rate | 82.8% | 78.3%+4.4pp | 74.5%+8.3pp | 72.0%+10.8pp |
| Annual return | 14.20% | 17.67%-3.5pp | 24.95%-10.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $1,592 | $4,253-62.6% | $3,871-58.9% | $3,038-47.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $137 | $288-52.6% | $8,388-98.4% | $269-49.3% |