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| Provider | Service type | Compensation |
|---|---|---|
DAVE T. VANAUKEN1 year Filed as: DAVE CHRISTY Service code 22 12120 E MISSION AVE · SPOKANE VALLEY, WA 992065378 | Insurance Broker | $10,946 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,244 | $75,183-55.8% | $123,894-73.2% | $55,167-39.7% |
| Participation rate | 72.7% | 72.8%-0.1pp | 81.4%-8.7pp | 69.0%+3.7pp |
| Annual return | 12.22% | 19.01%-6.8pp | 47.52%-35.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $2,414 | $2,823-14.5% | $4,617-47.7% | $1,963+23.0% |
| Participant deferral / active EE | $4,656 | $5,084-8.4% | $5,984-22.2% | $3,054+52.4% |
| Admin fee / account holder | $18 | $663-97.3% | $8,357-99.8% | $504-96.5% |