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 |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS Service code 13 · EIN 91-0680697 2323 EAST LAKE AVE E · SEATTLE, WA 98102 | Contract Administrator | $79,200 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123144 | Investment Management | $67,965 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $57,645 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $55,687 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $45,000 |
RBC GLOBAL ASSET MANAGEMENT2 years Service code 28 · EIN 41-1460668 | Investment Management | $31,756 |
WEINBERG, ROGER & ROSENFELD3+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $29,515 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $19,662 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $15,316 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 ONE WEST MONROE · CHICAGO, IL 606035301 | Bank Trustee | $13,914 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $413,253-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 40.8%-40.8pp | 1.9%-1.9pp |
| Annual return | 11.11% | 23.90%-12.8pp | 8.55%+2.6pp | 23.90%-12.8pp |
| Employer contribution / active EE | $2,317 | $16,539-86.0% | $55,494-95.8% | $16,539-86.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $122-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $160,808-100.0% | $18,975-100.0% |