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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE STRATEGIES, LLC. Service code 28 520 KIRKLAND WAY · K, WA 98003 | Investment Management | $48,853 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 1801 MARKET ST · PHILADELPHIA, PA 19103 | Claims processing; Participant commun... | $24,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,655 | $39,245+67.3% | $64,105+2.4% | $52,331+25.5% |
| Participation rate | 69.9% | 58.2%+11.7pp | 68.2%+1.8pp | 68.1%+1.8pp |
| Annual return | 14.11% | 14.79%-0.7pp | 791.24%-777.1pp | 4.54%+9.6pp |
| Employer contribution / active EE | $2,335 | $736+217.2% | $1,820+28.3% | $1,882+24.1% |
| Participant deferral / active EE | $3,352 | $1,992+68.3% | $2,822+18.8% | $3,022+10.9% |
| Admin fee / account holder | $616 | $592+4.0% | $4,499-86.3% | $592+4.2% |