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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DAVIS BACON PENSION PLANS Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $19,859 |
Filed as: GREAT WEST LIFE INSURANCE & ANNUITY Service code 15 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,199 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,070 | $57,352-85.9% | $83,831-90.4% | $64,173-87.4% |
| Participation rate | 76.8% | 68.6%+8.2pp | 76.1%+0.7pp | 69.6%+7.3pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.99%-857.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $11,532 | $2,546+353.0% | $3,631+217.6% | $2,381+384.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $92 | $4,046-97.7% | $5,479-98.3% | $4,887-98.1% |