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| Provider | Service type | Compensation |
|---|---|---|
BRADLEY L. MIDDLETON, PC2+ years Service code 29 · EIN 93-1215960 | Legal | $206,544 |
MASONRY INDUSTRY TRUST ADMIN.2+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $174,496 |
MIDDLETON & COMPANY, CPA, PC2+ years Service code 10 · EIN 93-0809066 | Accounting | $167,452 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEWTOWER TRUST COMPANY 20-1644876 Service code 28 | Investment Management | $80,901 |
VERUS2+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $68,250 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE SUITE 3700 · PORTLAND, OR 972043654 | Actuarial | $63,141 |
DODGE & COX1 year Filed as: DODGE & COX STOCK 94-6099539 Service code 52 | Indirect Investment Fees | $52,655 |
TOUCHSTONE RETIREMENT GROUP, LLC2+ years Filed as: TOUCHSTONE ADVISORS INC. 20-1722550 Service code 52 | Indirect Investment Fees | $47,612 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $45,176 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $37,358 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.42% | 3.49%+2.9pp | 4.16%+2.3pp | 7.18%-0.8pp |
| Employer contribution / active EE | $8,209 | $11,083-25.9% | $29,966-72.6% | $13,095-37.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |