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| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON TRUST BANK3+ years Service code 99 · EIN 91-0462347 717 WEST SPRAGUE · SPOKANE, WA 99201 | Other Fees | $46,926 |
Filed as: MERRILL LYNCH Service code 26 601 W RIVERSIDE AVE · SPOKANE, WA 99201 | Advisory (Participants) | $38,524 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL AXA ADVISORS Service code 26 10500 NE 7TH STREET · BELLEVUE, WA 98004 | Advisory (Participants) | $17,797 |
WESTMINSTER CONSULTING, LLC3+ years Filed as: WESTMINSTER FINANCIAL COMPANIES Service code 26 865 SOUTH DIXIE DRIVE · VANDALIO, OH 45377 | Advisory (Participants) | $14,794 |
Service code 26 601 108TH AVE NE STE 2100 · BELLEVUE, WA 98004 | Advisory (Participants) | $13,149 |
KMS FINANCIAL3+ years Filed as: KMS FINANCIAL - SALLY MCCRAY Service code 26 11004 NE 11TH STREET · BELLEVUE, WA 98004 | Advisory (Participants) | $8,266 |
HELMSMAN FINANCIAL GROUP1 year Filed as: HELMSMAN FINANCIAL GROUP, LLC Service code 26 17330 135TH AVE NE STE 2A · WODDINVILLE, WA 980728522 | Advisory (Participants) | $6,769 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 26 30 SPRINGHILL FARM CT · COCKEYSVILLE, ME 21030 | Advisory (Participants) | $6,558 |
Filed as: CHRISTIANSEN WEALTH MANAGEMENT Service code 26 1635 FOXTRAIL DR · LOVELAND, CO 80538 | Advisory (Participants) | $6,127 |
CHURCHILL MANAGEMENT GROUP3+ years Service code 26 5900 WILSHIRE BLVD · LOS ANGELES, CA 90036 | Advisory (Participants) | $5,565 |
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 | $150,663 | $55,453+171.7% | $170,439-11.6% | $62,293+141.9% |
| Participation rate | 99.1% | 66.4%+32.8pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 15.48% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $5,144 | $2,164+137.8% | $5,433-5.3% | $2,042+151.9% |
| Participant deferral / active EE | $6,889 | $2,303+199.2% | $4,939+39.5% | $3,169+117.4% |
| Admin fee / account holder | $586 | $455+28.8% | $13,881-95.8% | $479+22.2% |