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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1440 N 16TH AVE · YAKIMA, WA 98902 | Contract Administrator | $21,920 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,606 | $58,101-19.8% | $118,914-60.8% | $73,412-36.5% |
| Participation rate | 22.7% | 56.1%-33.4pp | 75.4%-52.7pp | 72.2%-49.4pp |
| Annual return | 9.72% | 20.56%-10.8pp | 35.89%-26.2pp | 59.30%-49.6pp |
| Employer contribution / active EE | $473 | $1,445-67.2% | $3,264-85.5% | $2,234-78.8% |
| Participant deferral / active EE | $896 | $2,400-62.7% | $4,266-79.0% | $3,806-76.5% |
| Admin fee / account holder | $244 | $138+77.0% | $6,582-96.3% | $158+54.8% |