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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $71,773 |
BRADLEY L. MIDDLETON, PC2 years Filed as: BRADLEY L MIDDLETON, PC Service code 29 · EIN 93-1215960 | Legal | $44,553 |
MASONRY INDUSTRY TRUST ADMIN.9+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $25,803 |
MIDDLETON & COMPANY, CPA, PC2 years Filed as: MIDDLETON & CO CPA PC Service code 10 · EIN 93-0809066 | Accounting | $24,500 |
SCOTT CAPITAL ADVISORS3 years Service code 26 · EIN 84-4636104 707 SW WASHINGTON ST · PORTLAND, OR 97205 | Advisory (Participants) | $18,000 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $10,704 |
AMERICAN REALTY ADVISORS3 years Filed as: MARKEL AMERICAN INSURANCE CO Service code 23 · EIN 54-1398877 | Insurance services; Direct payment fr... | $4,188 |
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 | $22,525 | $93,010-75.8% | $96,515-76.7% | $74,460-69.7% |
| Participation rate | 85.7% | 71.6%+14.1pp | 74.3%+11.3pp | 70.7%+14.9pp |
| Annual return | 14.22% | 37.50%-23.3pp | 35.73%-21.5pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,986 | $3,427-42.1% | $3,740-46.9% | $2,638-24.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $139 | $633-78.0% | $6,735-97.9% | $348-60.0% |