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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $52,533 |
MASONRY INDUSTRY TRUST ADMIN.2+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $23,187 |
MIDDLETON & COMPANY, CPA, PC2+ years Service code 10 · EIN 93-0809066 | Accounting | $16,250 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 26 · EIN 91-1320111 | Advisory (Participants) | $8,800 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $7,862 |
BRADLEY L. MIDDLETON, PC2+ years Filed as: BRADLEY L. MIDDLETON, P.C. Service code 29 · EIN 93-1215960 | Legal | $5,808 |
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 | $14,616 | $57,921-74.8% | $84,753-82.8% | $57,658-74.7% |
| Participation rate | 79.2% | 72.9%+6.3pp | 76.6%+2.6pp | 70.2%+9.0pp |
| Annual return | 9.89% | 10.24%-0.3pp | 22.78%-12.9pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,630 | $2,598-37.3% | $3,574-54.4% | $1,974-17.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $100 | $130-23.1% | $5,333-98.1% | $95+5.4% |