Filed March 12, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATES3+ years Service code 99 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Other Fees | $38,019 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,340 | $89,739-10.5% | $149,721-46.3% | $62,293+29.0% |
| Participation rate | 90.1% | 85.1%+5.0pp | 87.1%+3.0pp | 69.5%+20.6pp |
| Annual return | 14.46% | 21.01%-6.5pp | 1501.67%-1487.2pp | 28.90%-14.4pp |
| Employer contribution / active EE | $2,578 | $3,233-20.3% | $5,444-52.7% | $2,042+26.2% |
| Participant deferral / active EE | $3,711 | $4,797-22.6% | $6,568-43.5% | $3,169+17.1% |
| Admin fee / account holder | $151 | $551-72.5% | $11,282-98.7% | $479-68.4% |