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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $27,826 |
TRAUTMANN MAHER & ASSOCIATES4+ years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $22,250 |
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 | $42,296 | $75,962-44.3% | $154,108-72.6% | $64,173-34.1% |
| Participation rate | 92.6% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+23.0pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,241 | $3,175+33.6% | $5,081-16.5% | $3,470+22.2% |
| Admin fee / account holder | $337 | $5,589-94.0% | $13,411-97.5% | $4,887-93.1% |