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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $28,054 |
TRAUTMANN MAHER & ASSOCIATES2+ years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $20,978 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,331 | $46,732-7.3% | $156,551-72.3% | $55,167-21.5% |
| Participation rate | 87.7% | 65.8%+21.9pp | 84.0%+3.7pp | 69.0%+18.7pp |
| Annual return | 5.10% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $122 | $2,105-94.2% | $5,501-97.8% | $1,963-93.8% |
| Participant deferral / active EE | $3,526 | $2,204+60.0% | $4,871-27.6% | $3,054+15.4% |
| Admin fee / account holder | $285 | $418-31.9% | $13,028-97.8% | $504-43.4% |