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| Provider | Service type | Compensation |
|---|---|---|
DAVE T. VANAUKEN4 years Filed as: DAVE CHRISTY Service code 22 12120 E MISSION AVE · SPOKANE VALLEY, WA 992065378 | Insurance Broker | $6,729 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $785 |
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 | $64,150 | $89,370-28.2% | $141,197-54.6% | $72,976-12.1% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 27.72% | 111.88%-84.2pp | 71.41%-43.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $2,739 | $3,115-12.1% | $4,736-42.2% | $2,440+12.2% |
| Participant deferral / active EE | $5,646 | $5,419+4.2% | $6,710-15.9% | $3,608+56.5% |
| Admin fee / account holder | $9 | $5,957-99.9% | $10,265-99.9% | $5,124-99.8% |