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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,431 |
MKD CPAS PLLC2+ years Service code 10 1809 - 7TH AVE TOWER BUILDING · SEATTLE, WA 98101 | Accounting | $7,450 |
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 | $64,430 | $56,640+13.8% | $78,002-17.4% | $55,167+16.8% |
| Participation rate | 87.9% | 73.3%+14.6pp | 75.5%+12.4pp | 69.0%+18.9pp |
| Annual return | 7.52% | 2868.48%-2861.0pp | 425.99%-418.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,097 | $1,724+21.6% | $2,470-15.1% | $1,963+6.8% |
| Participant deferral / active EE | $3,799 | $2,778+36.7% | $3,497+8.6% | $3,054+24.4% |
| Admin fee / account holder | $123 | $467-73.6% | $5,481-97.8% | $504-75.5% |