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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 | $124,546 |
LEONARD CARDER, LLP6+ years Filed as: LEONARD CARDER Service code 29 · EIN 94-2819269 | Legal | $115,649 |
Service code 17 790 N MAIN STREET · PROVIDENCE, RI 02904 | Pension Consulting | $25,343 |
Filed as: SPECTOR ROSEMAN & KODROFF. P.C. Service code 29 2001 MARKET ST 3420 · PHILADELPHIA, PA 19103 | Legal | $25,000 |
Service code 17 · EIN 27-0400678 | Pension Consulting | $23,936 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 777 E WISCONSIN AVENUE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $23,388 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $20,405 |
RAEL & LETSON6+ years Service code 16 · EIN 94-1701048 | Consulting | $16,800 |
COMERICA BANK6+ years Service code 19 · EIN 94-6076428 | Securities Custodian | $15,226 |
FCLP MANAGEMENT1 year Service code 17 140 SOUTH LAKE AVENUE SUITE 302 · PASADENA, CA 91101 | Pension Consulting | $14,692 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,972 | $29,516-76.4% | $77,513-91.0% | $90,274-92.3% |
| Participation rate | 84.2% | 33.7%+50.5pp | 54.2%+30.0pp | 73.4%+10.8pp |
| Annual return | 2.59% | 231.18%-228.6pp | 54.81%-52.2pp | 53.97%-51.4pp |
| Employer contribution / active EE | $440 | $381+15.7% | $987-55.4% | $2,523-82.6% |
| Participant deferral / active EE | $0 | $944-100.0% | $1,861-100.0% | $4,231-100.0% |
| Admin fee / account holder | $96 | $106-9.0% | $2,859-96.6% | $114-15.5% |