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| Provider | Service type | Compensation |
|---|---|---|
PAULSEN, MEGAARD & CO.P.S.7 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $16,094 |
ASCENSUS LLC4 years Filed as: FURUREPLAN BY ASENSUS Service code 13 · EIN 25-1759623 P.O. BOX 219900 · KANSAS CITY, MO 64121 | Contract Administrator | $7,613 |
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 | $11,127 | $73,988-85.0% | $96,538-88.5% | $75,177-85.2% |
| Participation rate | 53.9% | 66.4%-12.5pp | 74.3%-20.4pp | 67.2%-13.3pp |
| Annual return | 2.70% | 26.73%-24.0pp | 35.74%-33.0pp | 160.75%-158.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $127 | $5,220-97.6% | $6,737-98.1% | $5,651-97.7% |