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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 84-2934577 815 FIRST AVENUE STE 293 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $34,000 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44735 | Accounting | $9,378 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,016 | $81,494+452.2% | $133,978+235.9% | $73,497+512.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 22.01% | 19.40%+2.6pp | 45.10%-23.1pp | 28.51%-6.5pp |
| Employer contribution / active EE | $5,352 | $2,210+142.2% | $3,919+36.6% | $2,270+135.7% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $195 | $713-72.7% | $8,930-97.8% | $513-62.1% |