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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 46-4091337 | Contract Administrator | $9,255 |
Service code 27 520 KIRKLAND WAY · KIRKLAND, WA 98083 | Advisory (Plan) | $7,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,912 | $58,726-74.6% | $92,240-83.8% | $62,293-76.1% |
| Participation rate | 41.8% | 68.3%-26.5pp | 76.5%-34.6pp | 69.5%-27.7pp |
| Annual return | 107.79% | 43.62%+64.2pp | 176.29%-68.5pp | 28.90%+78.9pp |
| Employer contribution / active EE | $649 | $2,392-72.9% | $3,680-82.4% | $2,042-68.2% |
| Participant deferral / active EE | $1,219 | $2,766-55.9% | $3,897-68.7% | $3,169-61.5% |
| Admin fee / account holder | $148 | $556-73.5% | $5,194-97.2% | $479-69.2% |