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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST ADMINISTRATORS, INC Service code 13 2323 EASTLAKE AVE E STE 400 · SEATTLE, WA 98102 | Contract Administrator | $107,498 |
LEONARD CARDER, LLP4+ years Filed as: LEONARD CARDER Service code 29 · EIN 94-2819269 | Legal | $40,701 |
LEE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 33-0368457 | Investment Management | $27,798 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $19,052 |
Service code 17 790 N MAIN STREET · PROVIDENCE, RI 02904 | Pension Consulting | $18,673 |
RAEL & LETSON4+ years Service code 16 · EIN 94-1701048 | Consulting | $16,800 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 94-6076428 | Securities Custodian | $14,437 |
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 | $6,379 | $23,119-72.4% | $71,086-91.0% | $75,289-91.5% |
| Participation rate | 91.5% | 36.3%+55.2pp | 54.7%+36.9pp | 72.4%+19.1pp |
| Annual return | -7.35% | -3.32%-4.0pp | 650.59%-657.9pp | -0.04%-7.3pp |
| Employer contribution / active EE | $807 | $399+102.4% | $1,088-25.8% | $2,405-66.4% |
| Participant deferral / active EE | $0 | $960-100.0% | $1,874-100.0% | $3,739-100.0% |
| Admin fee / account holder | $67 | $89-25.2% | $3,082-97.8% | $102-34.5% |