Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $68,988 |
BRADLEY L. MIDDLETON, PC1 year Filed as: BRADLEY L MIDDLETON, PC Service code 29 · EIN 93-1215960 | Legal | $53,430 |
Filed as: MIDDLETON & CO CPA PC Service code 10 · EIN 93-0809066 | Accounting | $23,000 |
SCOTT CAPITAL ADVISORS2 years Service code 26 · EIN 84-4636104 707 SW WASHINGTON ST · PORTLAND, OR 97205 | Advisory (Participants) | $18,000 |
MASONRY INDUSTRY TRUST ADMIN.8+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $13,312 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $10,369 |
AMERICAN REALTY ADVISORS2 years Filed as: MARKEL AMERICAN INSURANCE CO Service code 23 · EIN 54-1398877 | Direct payment from the plan; Insuran... | $10,078 |
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 | $20,040 | $106,236-81.1% | $112,249-82.1% | $64,819-69.1% |
| Participation rate | 98.4% | 71.7%+26.7pp | 75.1%+23.3pp | 71.5%+26.9pp |
| Annual return | -15.32% | -6.02%-9.3pp | 27.48%-42.8pp | 32.84%-48.2pp |
| Employer contribution / active EE | $2,282 | $3,166-27.9% | $3,636-37.2% | $2,507-9.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $144 | $452-68.0% | $6,412-97.7% | $188-23.1% |