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| Provider | Service type | Compensation |
|---|---|---|
DAVE T. VANAUKEN2 years Filed as: DAVE CHRISTY Service code 22 12120 E MISSION AVE · SPOKANE VALLEY, WA 992065378 | Insurance Broker | $5,873 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,695 |
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 | $38,317 | $80,753-52.6% | $136,298-71.9% | $62,293-38.5% |
| Participation rate | 76.0% | 73.5%+2.5pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 20.34% | 35.83%-15.5pp | 5156.27%-5135.9pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,766 | $2,884-4.1% | $4,696-41.1% | $2,042+35.4% |
| Participant deferral / active EE | $5,195 | $5,164+0.6% | $6,247-16.8% | $3,169+63.9% |
| Admin fee / account holder | $12 | $525-97.7% | $9,244-99.9% | $479-97.5% |