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 |
|---|---|---|
FINANCIAL ADVOCATE ADV SVC1+ years Service code 27 1601 COOPER PT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $13,890 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,863 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 14 · EIN 11-3665754 | Plan Administrator | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,337 | $48,364+28.9% | $71,796-13.2% | $62,881-0.9% |
| Participation rate | 42.1% | 60.6%-18.5pp | 69.1%-27.0pp | 69.3%-27.2pp |
| Annual return | 5.09% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $295 | $1,042-71.7% | $1,924-84.7% | $2,281-87.1% |
| Participant deferral / active EE | $3,442 | $2,091+64.6% | $2,794+23.2% | $3,203+7.5% |
| Admin fee / account holder | $348 | $3,771-90.8% | $4,815-92.8% | $4,296-91.9% |