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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST, INC. Service code 13 · EIN 93-1160402 | Contract Administrator | $4,395 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $373 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,966 | $75,183-38.9% | $123,894-62.9% | $55,167-16.7% |
| Participation rate | 88.7% | 72.8%+15.9pp | 81.4%+7.3pp | 69.0%+19.7pp |
| Annual return | 9.40% | 19.01%-9.6pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,546 | $2,823-45.2% | $4,617-66.5% | $1,963-21.2% |
| Participant deferral / active EE | $6,676 | $5,084+31.3% | $5,984+11.6% | $3,054+118.6% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.6% |