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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $99,526 |
NORTHWEST PENSION SERVICES2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $90,269 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 51-0099033 | Securities Custodian | $44,441 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,130 |
MMA SECURITIES LLC2 years Filed as: MARSH AND MCLENNAN AGENCY LLC Service code 22 · EIN 26-3237576 | Insurance Broker | $22,004 |
Filed as: ANASTASI MOORE, & MARTIN, PLLC Service code 10 · EIN 20-8149084 9 S WASHINGTON ST · SPOKANE, WA 99201 | Accounting | $18,009 |
Service code 29 · EIN 93-0589000 | Legal | $16,301 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,113 | $92,224+44.3% | $105,223+26.5% | $79,634+67.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.40% | 88.65%-76.2pp | 180.65%-168.2pp | 36.46%-24.1pp |
| Employer contribution / active EE | $14,443 | $3,965+264.3% | $3,689+291.6% | $2,529+471.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $261 | $1,121-76.7% | $8,859-97.0% | $1,002-73.9% |