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| Provider | Service type | Compensation |
|---|---|---|
PAULSEN, MEGAARD & CO.P.S.4 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $14,244 |
ASCENSUS LLC1 year Filed as: FURUREPLAN BY ASENSUS Service code 13 · EIN 25-1759623 P.O. BOX 219900 · KANSAS CITY, MO 64121 | Contract Administrator | $10,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,519 | $72,273-84.1% | $101,275-88.6% | $79,856-85.6% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 0.29% | 22.30%-22.0pp | 46.48%-46.2pp | 31.71%-31.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $115 | $4,401-97.4% | $5,948-98.1% | $5,306-97.8% |