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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST, INC. Service code 15 · EIN 93-1160402 | Recordkeeping | $4,604 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $297 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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 | $56,823 | $80,753-29.6% | $136,298-58.3% | $62,293-8.8% |
| Participation rate | 90.7% | 73.5%+17.2pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 20.14% | 35.83%-15.7pp | 5156.27%-5136.1pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,634 | $2,884-43.4% | $4,696-65.2% | $2,042-20.0% |
| Participant deferral / active EE | $6,996 | $5,164+35.5% | $6,247+12.0% | $3,169+120.8% |
| Admin fee / account holder | $54 | $525-89.7% | $9,244-99.4% | $479-88.7% |