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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 | $43,918 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 100 TRYON STREET · CHARLOTT, NC 285550001 | Investment Management | $17,975 |
BJORKLUND & MONTPLAISIR4+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $11,128 |
Filed as: MCKENZIE ROTHWELL BARLOW COUGHRAN Service code 29 · EIN 91-0889948 1325 FOURTH AVE, 910 · SEATTLE, WA 981012573 | Legal | $10,035 |
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 | $8,608 | $65,118-86.8% | $76,768-88.8% | $55,725-84.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -3.99% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,415 | $1,941+24.4% | $2,485-2.8% | $2,078+16.2% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $130 | $116+12.1% | $6,675-98.1% | $115+12.7% |