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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 | $156,831 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $26,546 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 17 · EIN 04-2927339 6332 SOUTH RAINBOW BLVD. · LAS VEGAS, NV 89118 | Pension Consulting | $14,976 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $12,267 |
BJORKLUND & MONTPLAISIR7+ years Service code 10 · EIN 91-1015766 10300 SW GREENBURG RD. ST · PORTLAND, OR 972234433 | Accounting | $10,300 |
MILLIMAN, INC.7+ 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 | $33,536 | $88,770-62.2% | $109,191-69.3% | $93,010-63.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 13.06% | 60.64%-47.6pp | 25.76%-12.7pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,190 | $3,780-68.5% | $3,723-68.0% | $2,705-56.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $60 | $172-65.1% | $6,756-99.1% | $152-60.4% |