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| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $107,385 |
Filed as: NORTHWEST ADMINISTRATORS Service code 13 · EIN 91-0680697 2323 EAST LAKE AVE E · SEATTLE, WA 98102 | Contract Administrator | $81,480 |
WEINBERG, ROGER & ROSENFELD6+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $46,797 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $45,966 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $45,000 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 28 · EIN 41-1460668 | Investment Management | $38,151 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123144 | Investment Management | $37,821 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $31,890 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 ONE WEST MONROE · CHICAGO, IL 606035301 | Bank Trustee | $25,045 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $16,086 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $438,681-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 44.3%-44.3pp | 0.6%-0.6pp |
| Annual return | 4.71% | 11.45%-6.7pp | 4.26%+0.5pp | 11.45%-6.7pp |
| Employer contribution / active EE | $3,386 | $17,219-80.3% | $54,767-93.8% | $17,219-80.3% |
| Participant deferral / active EE | $0 | $357-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,187-100.0% | $15,480-100.0% |