Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 46-4091337 | Contract Administrator | $12,121 |
Service code 27 520 KIRKLAND WAY · KIRKLAND, WA 98083 | Advisory (Plan) | $11,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,437 | $72,269-73.1% | $101,271-80.8% | $79,852-75.7% |
| Participation rate | 68.3% | 68.5%-0.1pp | 75.8%-7.5pp | 69.6%-1.3pp |
| Annual return | 7.70% | 22.29%-14.6pp | 46.48%-38.8pp | 31.72%-24.0pp |
| Employer contribution / active EE | $1,195 | $2,692-55.6% | $3,660-67.4% | $2,471-51.6% |
| Participant deferral / active EE | $1,645 | $3,282-49.9% | $4,371-62.4% | $3,740-56.0% |
| Admin fee / account holder | $358 | $4,401-91.9% | $5,948-94.0% | $5,306-93.3% |