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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS2 years Filed as: WA ASSET MANAGEMENT LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $63,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,749 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,017 | $95,417+33.1% | $135,974-6.6% | $74,460+70.6% |
| Participation rate | 95.0% | 78.2%+16.8pp | 81.9%+13.1pp | 70.7%+24.2pp |
| Annual return | 17.85% | 32.76%-14.9pp | 68.30%-50.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,716 | $3,878-30.0% | $4,859-44.1% | $2,638+3.0% |
| Participant deferral / active EE | $9,057 | $7,789+16.3% | $7,760+16.7% | $4,530+99.9% |
| Admin fee / account holder | $200 | $266-24.9% | $10,767-98.1% | $348-42.6% |