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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,348 |
MKD CPAS PLLC1+ years Service code 10 1809 - 7TH AVE TOWER BUILDING · SEATTLE, WA 98101 | Accounting | $7,250 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,438 | $45,283+24.6% | $155,789-63.8% | $52,331+7.8% |
| Participation rate | 88.2% | 62.2%+26.0pp | 76.1%+12.1pp | 68.1%+20.1pp |
| Annual return | -0.86% | 1.80%-2.7pp | 71.54%-72.4pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,930 | $1,329+45.2% | $3,839-49.7% | $1,882+2.5% |
| Participant deferral / active EE | $3,432 | $2,854+20.2% | $4,798-28.5% | $3,022+13.6% |
| Admin fee / account holder | $103 | $981-89.5% | $7,477-98.6% | $592-82.6% |