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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.9+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $856,040 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $219,898 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $122,207 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $99,200 |
LATHROP GPM4 years Filed as: LATHROP GAGE LLP Service code 29 · EIN 44-0649536 | Legal | $59,085 |
BEESON, TAYER & BODINE9+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 | Legal | $57,397 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $43,030 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $35,833 |
US BANK9+ years Filed as: UNION BANK OF CALIFORNIA Service code 60 · EIN 94-0304288 | Sub-TA Fees | $18,848 |
Service code 22 · EIN 94-3249244 | Insurance Broker | $9,544 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.77% | 8.48%+3.3pp | 10.52%+1.2pp | 8.48%+3.3pp |
| Employer contribution / active EE | $258 | $9,949-97.4% | $26,749-99.0% | $9,949-97.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $122-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |