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| Provider | Service type | Compensation |
|---|---|---|
PAULSEN, MEGAARD & CO.P.S.2 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $19,653 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 600 STEWART ST., SUITE 1600 · SEATTLE, WA 98101 | Contract Administrator | $14,104 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,585 | $57,352-86.8% | $83,831-91.0% | $64,173-88.2% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -0.06% | 11.38%-11.4pp | 850.99%-851.1pp | 7.63%-7.7pp |
| Employer contribution / active EE | $2,174 | $2,546-14.6% | $3,631-40.1% | $2,381-8.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $89 | $4,046-97.8% | $5,479-98.4% | $4,887-98.2% |