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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES-JUSTIN ASHLEY Service code 17 321 S BEECH ST, STE. I · MOSES LAKE, WA 98837 | Pension Consulting | $11,585 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $2,382 |
Filed as: PENSION PLAN SPECIALISTS Service code 10 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Accounting | $1,200 |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,928 | $65,437-63.4% | $86,698-72.4% | $66,949-64.3% |
| Participation rate | 39.9% | 75.5%-35.6pp | 76.6%-36.7pp | 69.8%-30.0pp |
| Annual return | -15.10% | -10.91%-4.2pp | 35.96%-51.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $154 | $2,154-92.8% | $2,837-94.6% | $2,545-93.9% |
| Participant deferral / active EE | $1,647 | $4,102-59.8% | $4,656-64.6% | $4,239-61.1% |
| Admin fee / account holder | $182 | $642-71.7% | $7,492-97.6% | $594-69.4% |