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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 1215 FOURTH AVE · SEATTLE, WA 98161 | Advisory (Plan) | $67,309 |
SMITH & DEKAY2+ years Service code 10 600 108TH AVE. N.E. SUITE 1030 · BELLEVUE, WA 98004 | Accounting | $16,350 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Claims processing; Rec... | $10,174 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,071 | $63,924+92.5% | $108,582+13.3% | $55,167+123.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 79.6%+10.4pp | 69.0%+21.0pp |
| Annual return | 6.57% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $6,668 | $1,879+254.8% | $3,758+77.4% | $1,963+239.7% |
| Participant deferral / active EE | $864 | $3,067-71.8% | $4,311-80.0% | $3,054-71.7% |
| Admin fee / account holder | $631 | $618+2.2% | $7,645-91.7% | $504+25.3% |