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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $39,321 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $35,461 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $28,231 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 28 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Investment Management | $13,000 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $11,300 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $3,250 |
SENTINEL REAL ESTATE CORPORATION6+ 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 | $26,294 | $93,131-71.8% | $106,555-75.3% | $86,821-69.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 27.42% | 19.45%+8.0pp | 26.80%+0.6pp | 97.94%-70.5pp |
| Employer contribution / active EE | $2,261 | $2,895-21.9% | $2,819-19.8% | $2,406-6.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,399-100.0% | $4,132-100.0% |
| Admin fee / account holder | $104 | $145-28.4% | $7,408-98.6% | $170-38.8% |