Filed February 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VERUS3 years Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $35,000 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,385 |
Filed as: HAGEN, KURTH, PERMAN & CO, PS Service code 10 1111 THIRD AVE · SEATTLE, WA 98101 | Accounting | $18,000 |
RAMSEY SOLUTIONS1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $5,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,347 | $111,491+48.3% | $189,513-12.8% | $86,799+90.5% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.8%+7.5pp | 72.3%+23.0pp |
| Annual return | 16.49% | 83.50%-67.0pp | 555.15%-538.7pp | 97.91%-81.4pp |
| Employer contribution / active EE | $3,840 | $3,951-2.8% | $6,162-37.7% | $2,405+59.6% |
| Participant deferral / active EE | $9,033 | $6,437+40.3% | $8,221+9.9% | $4,131+118.7% |
| Admin fee / account holder | $184 | $189-2.6% | $12,045-98.5% | $170+8.4% |