Filed March 12, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATES4+ years Service code 99 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Other Fees | $39,758 |
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 | $70,688 | $79,523-11.1% | $140,019-49.5% | $56,289+25.6% |
| Participation rate | 95.1% | 85.7%+9.4pp | 87.5%+7.6pp | 69.9%+25.3pp |
| Annual return | -4.70% | 2.39%-7.1pp | 651.17%-655.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,109 | $3,350-7.2% | $5,605-44.5% | $2,111+47.3% |
| Participant deferral / active EE | $4,401 | $5,129-14.2% | $6,927-36.5% | $3,350+31.4% |
| Admin fee / account holder | $142 | $614-76.9% | $10,705-98.7% | $521-72.8% |