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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES9+ years Filed as: UNITED ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 94-1749354 | Contract Administrator | $94,848 |
DODGE & COX9+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $57,942 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $57,562 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $53,123 |
NWPS3 years Service code 11 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Actuarial | $47,200 |
GEORGE JOHNSON & COMPANY9+ years Filed as: GEORGE BERLA CONSULTING Service code 27 35 QUAIL CT STE 100 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $43,680 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $27,893 |
Service code 29 · EIN 94-2576729 | Legal | $22,462 |
LOCAL 4139+ years Service code 15 · EIN 95-0865940 | Recordkeeping | $16,863 |
LOCAL 6399+ years Service code 15 · EIN 36-8631520 | Recordkeeping | $9,443 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.65% | 11.08%-3.4pp | 8.10%-0.4pp | 8.76%-1.1pp |
| Employer contribution / active EE | $11,204 | $13,910-19.5% | $28,665-60.9% | $16,650-32.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |