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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $15,048 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,537 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,864 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $62,272 | $31,679+96.6% | $74,723-16.7% | $65,186-4.5% |
| Participation rate | 54.8% | 40.4%+14.5pp | 54.5%+0.4pp | 70.2%-15.4pp |
| Annual return | 20.11% | 39.04%-18.9pp | 753.18%-733.1pp | 29.39%-9.3pp |
| Employer contribution / active EE | $789 | $566+39.3% | $1,084-27.3% | $2,177-63.8% |
| Participant deferral / active EE | $2,013 | $1,191+69.0% | $1,962+2.6% | $3,514-42.7% |
| Admin fee / account holder | $189 | $379-50.0% | $3,335-94.3% | $847-77.7% |