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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $38,099 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $33,675 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $29,254 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 28 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Investment Management | $13,821 |
BJORKLUND & MONTPLAISIR2+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $10,660 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $3,575 |
SENTINEL REAL ESTATE CORPORATION2+ 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 | $23,917 | $75,284-68.2% | $91,004-73.7% | $69,631-65.7% |
| Participation rate | 96.2% | 80.4%+15.8pp | 75.6%+20.6pp | 70.7%+25.5pp |
| Annual return | 9.70% | 48.40%-38.7pp | 4.60%+5.1pp | 27571.02%-27561.3pp |
| Employer contribution / active EE | $2,121 | $2,473-14.2% | $2,456-13.6% | $2,032+4.3% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $106 | $111-3.9% | $5,417-98.0% | $110-3.8% |