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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 520 KIRKLAND WAY · KIRKLAND, WA 98033 | Investment Management | $27,466 |
BRINKER CAPITAL3+ years Service code 28 · EIN 23-2829742 | Investment Management | $27,446 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $20,377 |
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.
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 | $78,154 | $69,305+12.8% | $82,313-5.1% | $69,631+12.2% |
| Participation rate | 70.9% | 80.3%-9.3pp | 76.9%-6.0pp | 70.7%+0.2pp |
| Annual return | 12.57% | 21.47%-8.9pp | 25.88%-13.3pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $669 | $1,887-64.5% | $2,428-72.4% | $2,032-67.1% |
| Participant deferral / active EE | $3,154 | $3,568-11.6% | $3,706-14.9% | $3,224-2.2% |
| Admin fee / account holder | $387 | $97+298.1% | $5,608-93.1% | $110+250.3% |