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| Provider | Service type | Compensation |
|---|---|---|
BRADLEY L. MIDDLETON, PC4+ years Service code 29 · EIN 93-1215960 | Legal | $188,316 |
MASONRY INDUSTRY TRUST ADMIN.4+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $184,020 |
MIDDLETON & COMPANY, CPA, PC4+ years Service code 10 · EIN 93-0809066 | Accounting | $108,174 |
NEWTOWER TRUST COMPANY1 year Filed as: NEWTOWER TRUST COMPANY 30-0872552 Service code 28 | Investment Management | $77,314 |
VERUS4+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $71,400 |
DODGE & COX3 years Filed as: DODGE & COX STOCK 94-6099539 Service code 52 | Indirect Investment Fees | $55,995 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1455 SW BROADWAY SUITTE 1600 · PORTLAND, OR 97201 | Actuarial | $50,923 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC 9 Service code 52 | Indirect Investment Fees | $45,652 |
TOUCHSTONE RETIREMENT GROUP, LLC4+ years Filed as: TOUCHSTONE ADVISORS INC. 20-1722550 Service code 52 | Indirect Investment Fees | $44,838 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $40,909 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.95% | 4.25%-8.2pp | -752.26%+748.3pp | 0.19%-4.1pp |
| Employer contribution / active EE | $10,489 | $11,906-11.9% | $31,802-67.0% | $13,763-23.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |