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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEAR CREEK FINANCIAL MANAGEMENT Service code 99 · EIN 46-5392613 9361 BAY SHORE DR NW · SILVERDALE, WA 98383 | Other Fees | $22,428 |
Service code 99 · EIN 33-3000333 3355 COCHRAN ST · SIMI VALLEY, CA 93065 | Other Fees | $6,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,661 | $64,719-55.7% | $112,249-74.5% | $68,486-58.2% |
| Participation rate | 93.2% | 67.2%+26.1pp | 75.1%+18.2pp | 67.9%+25.3pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.48%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,874 | $2,747+41.0% | $3,636+6.5% | $2,597+49.2% |
| Participant deferral / active EE | $2,774 | $3,565-22.2% | $4,729-41.3% | $4,028-31.1% |
| Admin fee / account holder | $385 | $5,232-92.6% | $6,412-94.0% | $5,404-92.9% |