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| Provider | Service type | Compensation |
|---|---|---|
ATPA2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $88,023 |
LEE CAPITAL MANAGEMENT2+ years Service code 28 2505 VIA ANITA · PALOS VERDES ESTATES, CA 90274 | Investment Management | $26,041 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $24,317 |
LEONARD CARDER, LLP2+ years Filed as: LEONARD CARDER Service code 29 · EIN 94-2819269 | Legal | $23,406 |
RAEL & LETSON2+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $16,800 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,170 |
GRASSWOOD2+ years Service code 17 · EIN 94-4812056 | Pension Consulting | $6,500 |
Filed as: NORTHWEST ADMINISTRATORS, INC, Service code 13 2323 EASTLAKE AVE E STE 400 · SEATTLE, WA 98102 | Contract Administrator | $6,253 |
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 | $6,040 | $22,291-72.9% | $69,182-91.3% | $63,975-90.6% |
| Participation rate | 100.0% | 35.3%+64.7pp | 55.1%+44.9pp | 71.1%+28.9pp |
| Annual return | 8.19% | 9.30%-1.1pp | -21.93%+30.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $888 | $325+172.8% | $1,206-26.4% | $2,182-59.3% |
| Participant deferral / active EE | $0 | $808-100.0% | $1,897-100.0% | $3,356-100.0% |
| Admin fee / account holder | $55 | $73-24.7% | $2,697-98.0% | $70-21.9% |