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| Provider | Service type | Compensation |
|---|---|---|
MORAN KNOBEL1 year Service code 15 · EIN 91-0964302 10900 NE 8TH ST, SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $9,075 |
USI CONSULTING GROUP1 year Filed as: KIBBLE & PRENTICE Service code 26 · EIN 91-1176315 601 UNION STREET SUITE 1000 · SEATTLE, WA 98101 | Advisory (Participants) | $8,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,925 | $80,177-73.9% | $123,894-83.1% | $57,658-63.7% |
| Participation rate | 29.2% | 74.4%-45.3pp | 81.4%-52.2pp | 70.2%-41.0pp |
| Annual return | 21.19% | 17.90%+3.3pp | 47.52%-26.3pp | 5.13%+16.1pp |
| Employer contribution / active EE | $895 | $2,913-69.3% | $4,617-80.6% | $1,974-54.6% |
| Participant deferral / active EE | $1,443 | $5,130-71.9% | $5,984-75.9% | $3,061-52.8% |
| Admin fee / account holder | $210 | $106+97.9% | $8,357-97.5% | $95+122.6% |