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| Provider | Service type | Compensation |
|---|---|---|
SOVEREIGN INVESTMENT ADVISORS2+ years Filed as: SOVEREIGN WEALTH ADVISORS Service code 27 · EIN 27-1585716 777 108TH AVENUE NE · BELLEVUE, WA 98004 | Advisory (Plan) | $9,341 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $1,968 |
MORAN KNOBEL2+ years Service code 15 · EIN 91-0964302 10900 NE 8TH STREET · BELLEVUE, WA 98004 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,951 | $50,643+10.5% | $106,619-47.5% | $55,167+1.4% |
| Participation rate | 31.8% | 65.6%-33.7pp | 78.0%-46.2pp | 69.0%-37.2pp |
| Annual return | 4.50% | 7.02%-2.5pp | 9.42%-4.9pp | 169.23%-164.7pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,745 | $2,208+24.3% | $3,930-30.2% | $3,054-10.1% |
| Admin fee / account holder | $284 | $488-41.8% | $6,418-95.6% | $504-43.7% |