Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MASONRY INDUSTRY TRUST ADMIN.3+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $197,317 |
BRADLEY L. MIDDLETON, PC3+ years Service code 29 · EIN 93-1215960 | Legal | $183,528 |
MIDDLETON & COMPANY, CPA, PC3+ years Service code 10 · EIN 93-0809066 | Accounting | $110,140 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEWTOWER TRUST COMPANY 20-1644876 Service code 28 | Investment Management | $85,377 |
VERUS3+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $71,400 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE SUITE 3700 · PORTLAND, OR 972043654 | Actuarial | $61,789 |
DODGE & COX2 years Filed as: DODGE & COX STOCK 94-6099539 Service code 52 | Indirect Investment Fees | $60,258 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $48,982 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $46,752 |
TOUCHSTONE RETIREMENT GROUP, LLC3+ years Filed as: TOUCHSTONE ADVISORS INC. 20-1722550 Service code 52 | Indirect Investment Fees | $43,683 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.03% | 11.78%+2.2pp | 8.32%+5.7pp | 23.90%-9.9pp |
| Employer contribution / active EE | $9,249 | $11,309-18.2% | $30,793-70.0% | $16,539-44.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |