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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $18,569 |
C-BEN GROUP2 years Filed as: BEN WARREN Service code 27 TUMWATER WEALTH MANAGEMENT · BOISE, ID 83702 | Advisory (Plan) | $15,802 |
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 | $46,892 | $52,961-11.5% | $172,755-72.9% | $65,185-28.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.88% | 30.12%-12.2pp | 802.94%-785.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $3,735 | $2,190+70.5% | $5,144-27.4% | $2,177+71.6% |
| Participant deferral / active EE | $3,315 | $2,471+34.2% | $5,198-36.2% | $3,514-5.7% |
| Admin fee / account holder | $148 | $472-68.6% | $13,955-98.9% | $847-82.5% |