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| Provider | Service type | Compensation |
|---|---|---|
MARY JANE DUBBS1+ years Service code 10 · EIN 91-1622885 5000 BRIDGEPORT WAY · UNIVERSITY PLACE, WA 98467 | Accounting | $7,000 |
PANAGIOTU PENSION ADVISORS, INC.1+ years Filed as: PANAGIOTU PENSION ADVISORS INC Service code 16 · EIN 91-1463664 7350 CIRQUE DRIVE WEST, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Consulting | $4,780 |
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 | $21,343 | $48,078-55.6% | $78,676-72.9% | $62,881-66.1% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.6pp | 69.3%+27.9pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,280 | $2,015-36.5% | $2,850-55.1% | $2,281-43.9% |
| Participant deferral / active EE | $1,471 | $2,587-43.1% | $3,517-58.2% | $3,203-54.1% |
| Admin fee / account holder | $148 | $3,206-95.4% | $4,510-96.7% | $4,296-96.5% |