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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS, INC, Service code 13 · EIN 91-0680697 2323 EASTLAKE AVE E STE 400 · SEATTLE, WA 98102 | Contract Administrator | $124,207 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $28,204 |
LEE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 33-0368457 2505 VIA ANITA · PALOS VERDES ESTATES, CA 90274 | Investment Management | $27,947 |
LEONARD CARDER, LLP3+ years Filed as: LEONARD CARDER Service code 29 · EIN 94-2819269 | Legal | $26,223 |
RAEL & LETSON3+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $16,800 |
ALSTON & BIRD LLP1 year Filed as: ALSTON BIRD LLP Service code 29 560 MISSION ST., SUITE 2100 · SAN FRANCISCO, CA 94105 | Legal | $11,001 |
COMERICA BANK3+ years Service code 19 · EIN 94-6076428 | Securities Custodian | $7,778 |
GRASSWOOD3+ years Service code 17 · EIN 95-4812016 | Pension Consulting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,936 | $25,165-72.4% | $73,550-90.6% | $77,958-91.1% |
| Participation rate | 100.0% | 36.6%+63.4pp | 54.9%+45.1pp | 71.6%+28.4pp |
| Annual return | 9.15% | 18.12%-9.0pp | -15.16%+24.3pp | 20.87%-11.7pp |
| Employer contribution / active EE | $789 | $395+99.6% | $1,219-35.3% | $2,310-65.8% |
| Participant deferral / active EE | $0 | $898-100.0% | $1,804-100.0% | $3,537-100.0% |
| Admin fee / account holder | $66 | $76-13.2% | $2,320-97.2% | $97-32.5% |