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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) | $18,210 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 98501 | Contract Administrator | $3,750 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,277 | $61,391-73.5% | $149,723-89.1% | $71,529-77.2% |
| Participation rate | 63.1% | 62.5%+0.6pp | 78.8%-15.7pp | 67.9%-4.8pp |
| Annual return | 20.71% | 35.88%-15.2pp | 134.50%-113.8pp | 28.97%-8.3pp |
| Employer contribution / active EE | $1,588 | $2,384-33.4% | $4,821-67.1% | $2,590-38.7% |
| Participant deferral / active EE | $1,306 | $2,921-55.3% | $5,682-77.0% | $4,291-69.6% |
| Admin fee / account holder | $65 | $1,264-94.8% | $13,215-99.5% | $1,588-95.9% |