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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $13,943 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $12,250 |
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 | $8,959 | $42,546-78.9% | $71,796-87.5% | $55,167-83.8% |
| Participation rate | 90.4% | 59.1%+31.2pp | 69.1%+21.2pp | 69.0%+21.4pp |
| Annual return | -2.56% | 12.36%-14.9pp | 78.04%-80.6pp | 169.23%-171.8pp |
| Employer contribution / active EE | $1,189 | $803+48.0% | $1,924-38.2% | $1,963-39.4% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $219 | $650-66.3% | $4,815-95.5% | $504-56.6% |