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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 | $41,502 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 100 TRYON STREET · CHARLOTT, NC 285550001 | Investment Management | $20,737 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $9,700 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVE, 910 · SEATTLE, WA 981012573 | Legal | $6,323 |
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 | $10,779 | $79,519-86.4% | $95,960-88.8% | $73,412-85.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 9.18% | 19.20%-10.0pp | 91.63%-82.5pp | 59.30%-50.1pp |
| Employer contribution / active EE | $3,088 | $2,048+50.8% | $2,541+21.5% | $2,234+38.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $117 | $184-36.5% | $6,797-98.3% | $158-25.9% |