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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.5+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $65,103 |
MASONRY INDUSTRY TRUST ADMIN.5+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $22,370 |
MIDDLETON & COMPANY, CPA, PC5+ years Service code 10 · EIN 93-0809066 | Accounting | $18,750 |
BRADLEY L. MIDDLETON, PC1 year Filed as: BRADLEY L MIDDLETON, P.C. Service code 29 · EIN 93-1215960 | Legal | $11,781 |
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 26 · EIN 91-1320111 | Advisory (Participants) | $9,350 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $8,415 |
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 | $17,224 | $66,601-74.1% | $92,909-81.5% | $67,579-74.5% |
| Participation rate | 95.5% | 72.5%+23.0pp | 76.0%+19.5pp | 71.3%+24.2pp |
| Annual return | 21.96% | 92.58%-70.6pp | 109.44%-87.5pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,221 | $2,775-20.0% | $3,653-39.2% | $2,148+3.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $101 | $199-49.0% | $5,795-98.2% | $142-28.7% |