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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 14 · EIN 91-1363171 2815 2ND AVENUE 300 · SEATTLE, WA 98121 | Plan Administrator | $169,041 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $29,226 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 17 · EIN 04-2927339 6332 SOUTH RAINBOW BLVD. · LAS VEGAS, NV 89118 | Pension Consulting | $14,770 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $10,248 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 91-1015766 9020 SW WASHINGTN SQ 460 · PORTLAND, OR 972234433 | Accounting | $10,100 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVE. 3700 · PORTLAND, OR 972043654 | Actuarial | $5,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,887 | $81,719-59.8% | $101,275-67.5% | $90,274-63.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.47% | 337.64%-324.2pp | 46.46%-33.0pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,169 | $3,622-67.7% | $3,660-68.0% | $2,523-53.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $65 | $162-59.7% | $5,948-98.9% | $114-42.8% |