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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 11724 NE 195TH ST, 300 · BOTHELL, WA 980113145 | Contract Administrator | $39,106 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $37,541 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $27,237 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 28 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Investment Management | $13,371 |
BJORKLUND & MONTPLAISIR7+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $11,438 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $3,640 |
SENTINEL REAL ESTATE CORPORATION7+ 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 | $24,740 | $81,948-69.8% | $90,766-72.7% | $64,824-61.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 4.76% | -12.53%+17.3pp | -12.16%+16.9pp | 32.84%-28.1pp |
| Employer contribution / active EE | $3,207 | $3,067+4.5% | $2,922+9.8% | $2,507+27.9% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $107 | $157-31.8% | $8,446-98.7% | $188-42.9% |