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| Provider | Service type | Compensation |
|---|---|---|
P-SOLVE1 year Service code 70 200 WEST STREET · WALTHAM, MA 02457 | Consulting Fees | $27,504 |
FISHER INVESTMENTS2+ years Service code 28 13100 SKYLINE BOULEVARD · WOODSIDE, CA 94062 | Investment Management | $23,795 |
THE DOTY GROUP1 year Filed as: THE DOTY GROUP, P.S. Service code 10 4301 SO. PINE STREET, SUITE 400 · TACOMA, WA 98409 | Accounting | $7,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | -2.67% | 34.58%-37.2pp | 18.87%-21.5pp | 4.16%-6.8pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |