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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 | $35,919 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 100 TRYON STREET · CHARLOTT, NC 285550001 | Investment Management | $16,826 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $12,020 |
Filed as: MCKENZIE ROTHWELL BARLOW COUGHRAN Service code 29 · EIN 91-0889948 1325 FOURTH AVE, 910 · SEATTLE, WA 981012573 | Legal | $7,435 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,791 | $69,305-88.8% | $82,312-90.5% | $69,631-88.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 10.62% | 21.47%-10.8pp | 25.88%-15.3pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $2,504 | $1,887+32.7% | $2,428+3.1% | $2,032+23.2% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $99 | $97+2.2% | $5,608-98.2% | $110-10.0% |