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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $14,855 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
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 | $9,043 | $39,245-77.0% | $64,105-85.9% | $52,331-82.7% |
| Participation rate | 92.0% | 58.2%+33.7pp | 68.2%+23.8pp | 68.1%+23.9pp |
| Annual return | -2.79% | 14.79%-17.6pp | 791.24%-794.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,172 | $736+59.2% | $1,820-35.6% | $1,882-37.7% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $236 | $592-60.2% | $4,499-94.8% | $592-60.2% |