Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 11724 NE 195TH ST, 300 · BOTHELL, WA 980113145 | Contract Administrator | $40,221 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE, 3100 · SEATTLE, WA 981012632 | Investment Management | $31,898 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-0320030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $22,165 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $14,111 |
BJORKLUND & MONTPLAISIR8+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $11,500 |
Filed as: BROWNSTEIN, RASK, SWEENEY ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $6,299 |
SENTINEL REAL ESTATE CORPORATION8+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,676 | $84,784-74.4% | $98,462-78.0% | $74,473-70.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | -2.38% | 20.59%-23.0pp | 21.17%-23.6pp | 34.36%-36.7pp |
| Employer contribution / active EE | $2,834 | $3,364-15.8% | $3,049-7.0% | $2,638+7.4% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $97 | $204-52.4% | $8,875-98.9% | $347-71.9% |