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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,091 |
Filed as: HAGEN, KURTH , PERMAN & CO Service code 10 1111 THIRD AVE · SEATTLE, WA 98101 | Accounting | $12,875 |
DUNCAN & HALEY LTD10+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,984 | $62,409-7.1% | $120,574-51.9% | $74,459-22.1% |
| Participation rate | 25.1% | 56.8%-31.7pp | 71.9%-46.8pp | 67.2%-42.1pp |
| Annual return | 11.10% | 18.62%-7.5pp | 107.42%-96.3pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $997 | $1,847-46.0% | $3,471-71.3% | $2,626-62.0% |
| Participant deferral / active EE | $1,835 | $2,888-36.5% | $4,996-63.3% | $4,350-57.8% |
| Admin fee / account holder | $361 | $2,394-84.9% | $9,445-96.2% | $1,945-81.5% |