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| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON TRUST BANK1+ years Service code 26 · EIN 91-0462347 717 WEST SPRAGUE · SPOKANE, WA 99201 | Advisory (Participants) | $44,164 |
ALLISON, SLUTSKY & KENNEDY1+ years Filed as: THE ALLISON BUXBAUM GROUP Service code 26 601 108TH AVE NE STE 2100 · BELLEVUE, WA 98004 | Advisory (Participants) | $33,315 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL AXA ADVISORS Service code 26 10500 NE 7TH STREET · BELLEVUE, WA 98004 | Advisory (Participants) | $20,741 |
WESTMINSTER CONSULTING, LLC1+ years Filed as: WESTMINSTER FINANCIAL COMPANIES Service code 26 865 SOUTH DIXIE DRIVE · VANDALIO, OH 45377 | Advisory (Participants) | $14,072 |
Service code 26 601 108TH AVE NE STE 2100 · BELLEVUE, WA 98004 | Advisory (Participants) | $9,963 |
KMS FINANCIAL1+ years Filed as: KMS FINANCIAL - SALLY MCCRAY Service code 26 11004 NE 11TH STREET · BELLEVUE, WA 98004 | Advisory (Participants) | $7,317 |
CHURCHILL MANAGEMENT GROUP1+ years Service code 26 5900 WILSHIRE BLVD · LOS ANGELES, CA 90036 | Advisory (Participants) | $6,269 |
HELMSMAN FINANCIAL GROUP1+ years Service code 26 17330 135TH AVE NE STE 2A · WOODINVILLE, WA 98072 | Advisory (Participants) | $5,823 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 26 30 SPRINGHILL FARM CT · COCKEYSVILLE, ME 21030 | Advisory (Participants) | $5,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,210 | $46,360+254.2% | $147,618+11.2% | $52,331+213.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.04% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $7,395 | $2,126+247.8% | $5,565+32.9% | $1,882+293.0% |
| Participant deferral / active EE | $7,067 | $2,258+213.1% | $4,895+44.4% | $3,022+133.9% |
| Admin fee / account holder | $616 | $766-19.5% | $11,612-94.7% | $592+4.2% |