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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.7+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $620,636 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $224,481 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $102,531 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $48,252 |
LATHROP GPM2 years Filed as: LATHROP GAGE LLP Service code 29 · EIN 44-0649536 | Legal | $39,840 |
BEESON, TAYER & BODINE7+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 | Legal | $32,578 |
SOFT CHOICE CORPORATION2 years Service code 11 · EIN 13-3827773 | Actuarial | $30,600 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $30,000 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $28,200 |
THE HARMAN PRESS1 year Service code 36 · EIN 95-2280466 | Copying and duplicating; Direct payme... | $21,846 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.81% | 7.68%-2.9pp | 22.50%-17.7pp | 7.68%-2.9pp |
| Employer contribution / active EE | $262 | $9,142-97.1% | $33,849-99.2% | $9,142-97.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |