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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $36,826 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $36,681 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $32,220 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 28 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Investment Management | $13,526 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $10,750 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $5,525 |
SENTINEL REAL ESTATE CORPORATION3+ years Service code 28 · EIN 27-2876245 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $0 |
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 | $24,194 | $65,223-62.9% | $80,022-69.8% | $55,725-56.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 7.72% | 7.59%+0.1pp | 11.22%-3.5pp | 244.93%-237.2pp |
| Employer contribution / active EE | $2,209 | $2,544-13.2% | $2,468-10.5% | $2,078+6.3% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $107 | $114-6.5% | $6,521-98.4% | $115-7.3% |