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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,653 |
MKD CPAS PLLC3+ years Service code 10 1809 - 7TH AVE TOWER BUILDING · SEATTLE, WA 98101 | Accounting | $7,500 |
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 | $66,901 | $63,314+5.7% | $91,004-26.5% | $62,293+7.4% |
| Participation rate | 85.2% | 73.3%+11.9pp | 75.6%+9.6pp | 69.5%+15.7pp |
| Annual return | 15.56% | 21.00%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,134 | $1,807+18.1% | $2,456-13.1% | $2,042+4.5% |
| Participant deferral / active EE | $3,808 | $2,944+29.4% | $3,548+7.3% | $3,169+20.1% |
| Admin fee / account holder | $145 | $468-69.1% | $5,417-97.3% | $479-69.8% |