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| Provider | Service type | Compensation |
|---|---|---|
BBM FINANCIAL SERVICES, INC3 years Service code 13 1440 N 16TH AVE · YAKIMA, WA 98902 | Contract Administrator | $20,832 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,286 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,054 | $52,122-4.0% | $104,299-52.0% | $64,824-22.8% |
| Participation rate | 21.5% | 56.0%-34.5pp | 73.3%-51.8pp | 71.5%-50.0pp |
| Annual return | -15.31% | 13.26%-28.6pp | 24.62%-39.9pp | 32.84%-48.2pp |
| Employer contribution / active EE | $541 | $1,627-66.8% | $3,373-84.0% | $2,507-78.4% |
| Participant deferral / active EE | $947 | $2,823-66.4% | $4,626-79.5% | $4,311-78.0% |
| Admin fee / account holder | $347 | $155+124.6% | $7,339-95.3% | $188+84.9% |