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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $37,603 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $34,184 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $23,667 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 28 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Investment Management | $13,204 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $10,600 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $9,120 |
SENTINEL REAL ESTATE CORPORATION1+ years Service code 28 · EIN 27-2876245 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,172 | $74,024-67.3% | $78,002-69.0% | $57,658-58.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | -0.28% | 12.14%-12.4pp | 425.99%-426.3pp | 5.13%-5.4pp |
| Employer contribution / active EE | $2,201 | $2,365-6.9% | $2,470-10.9% | $1,974+11.5% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $105 | $93+12.6% | $5,481-98.1% | $95+11.0% |