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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $11,252 |
Service code 15 701 5TH AVENUE SUITE 6710 · SEATTLE, WA 98104 | Recordkeeping | $2,650 |
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 | $29,200 | $47,448-38.5% | $94,993-69.3% | $62,293-53.1% |
| Participation rate | 83.8% | 66.5%+17.3pp | 73.9%+9.9pp | 69.5%+14.3pp |
| Annual return | 28.10% | 22.64%+5.5pp | 27.14%+1.0pp | 28.90%-0.8pp |
| Employer contribution / active EE | $1,708 | $1,300+31.3% | $2,603-34.4% | $2,042-16.4% |
| Participant deferral / active EE | $3,855 | $2,375+62.3% | $3,317+16.2% | $3,169+21.6% |
| Admin fee / account holder | $95 | $434-78.2% | $4,960-98.1% | $479-80.3% |