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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 | $41,887 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 100 TRYON STREET · CHARLOTT, NC 285550001 | Investment Management | $19,443 |
BJORKLUND & MONTPLAISIR5+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $11,390 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVE, 910 · SEATTLE, WA 981012573 | Legal | $7,728 |
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 | $10,586 | $73,404-85.6% | $87,102-87.8% | $67,579-84.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 14.77% | 48.29%-33.5pp | 28.19%-13.4pp | 378.56%-363.8pp |
| Employer contribution / active EE | $2,193 | $2,014+8.9% | $2,521-13.0% | $2,148+2.1% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $136 | $142-3.8% | $7,491-98.2% | $142-4.3% |