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| Provider | Service type | Compensation |
|---|---|---|
PAULSEN, MEGAARD & CO.P.S.3 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $13,878 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 10700 MERIDIAN AVE. N · SEATTLE, WA 98133 | Contract Administrator | $12,840 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,580 | $65,367-88.4% | $92,915-91.8% | $72,976-89.6% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 1.06% | 42.11%-41.0pp | 109.45%-108.4pp | 81.02%-80.0pp |
| Employer contribution / active EE | $1 | $2,594-99.9% | $3,653-100.0% | $2,440-99.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $71 | $4,251-98.3% | $5,796-98.8% | $5,124-98.6% |