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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 36-4799908 508 YALE AVE N #123 · SEATTLE, WA 98109 | Valuation (appraisals, etc.) | $23,500 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $17,580 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $568,404 | $83,090+584.1% | $130,062+337.0% | $71,529+694.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 12.22% | 20.61%-8.4pp | -137.37%+149.6pp | 28.97%-16.7pp |
| Employer contribution / active EE | $5,882 | $2,624+124.2% | $4,322+36.1% | $2,590+127.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $210 | $1,727-87.9% | $10,601-98.0% | $1,588-86.8% |