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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KILEY JUERGENS WEALTH MANAGEMENT, L Service code 27 2413 PACIFIC AVENUE, SE · OLYMPIA, WA 98501 | Advisory (Plan) | $17,678 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 98501 | Contract Administrator | $3,625 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,755 | $65,125-78.9% | $143,797-90.4% | $66,949-79.5% |
| Participation rate | 57.8% | 65.2%-7.4pp | 80.3%-22.5pp | 69.8%-12.0pp |
| Annual return | -18.21% | -11.13%-7.1pp | -0.04%-18.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,530 | $2,362-35.2% | $4,952-69.1% | $2,545-39.9% |
| Participant deferral / active EE | $1,308 | $2,920-55.2% | $5,638-76.8% | $4,239-69.1% |
| Admin fee / account holder | $66 | $503-86.8% | $14,679-99.5% | $594-88.8% |