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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.2+ years Filed as: NW PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE 200 · SEATTLE, WA 98136 | Recordkeeping | $75,211 |
BENESYS, INC.2+ years Service code 12 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Participant communication; Claims pro... | $45,370 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE., 900 · PHOENIX, AZ 85004 | Securities Custodian | $29,488 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH RD 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $25,779 |
Filed as: BROWNSTEIN RASK ET. AL. Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $11,551 |
BJORKLUND & MONTPLAISIR2+ years Filed as: BJORKLUND & MONTPLAISIR CPAS Service code 10 · EIN 93-1015766 9020 SW WA SQUARE ROAD · PORTLAND, OR 97223 | Accounting | $9,500 |
Service code 49 · EIN 91-0496684 1328 N ROAD 28 · PASCO, WA 99301 | Other Services | $5,904 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,955 | $60,545+23.8% | $92,240-18.7% | $69,631+7.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.71% | 19.71%-9.0pp | 176.29%-165.6pp | 27571.02%-27560.3pp |
| Employer contribution / active EE | $8,010 | $2,633+204.2% | $3,680+117.7% | $2,032+294.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $294 | $145+102.9% | $5,194-94.3% | $110+166.0% |