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| Provider | Service type | Compensation |
|---|---|---|
ERPC, LLC1 year Filed as: ERPC LLC Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $34,847 |
VSH PLLC1 year Service code 10 · EIN 45-4122247 2200 RIMLAND DR · BELLINGHAM, WA 98226 | Accounting | $32,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $31,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,266-100.0% | $82,389-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 3.50% | 25.74%-22.2pp | 28.67%-25.2pp | 217.08%-213.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |