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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN. SERVICES Service code 13 · EIN 91-1363171 2815 2ND AVENUE 300 · SEATTLE, WA 981211261 | Contract Administrator | $37,023 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 100 TRYON STREET · CHARLOTT, NC 285550001 | Investment Management | $18,953 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $16,792 |
Filed as: MCKENZIE ROTHWELL BARLOW COUGHRAN Service code 29 · EIN 91-0889948 1325 FOURTH AVE, 910 · SEATTLE, WA 981012573 | Legal | $6,398 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,677 | $72,770-90.8% | $67,652-90.1% | $55,191-87.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -0.50% | -3.26%+2.8pp | 6625.40%-6625.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,667 | $1,769-5.8% | $2,266-26.4% | $1,899-12.2% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $100 | $79+27.1% | $4,821-97.9% | $91+10.4% |