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| Provider | Service type | Compensation |
|---|---|---|
PETERSON SULLIVAN LLP1 year Service code 10 601 UNION STREET · SEATTLE, WA 98101 | Accounting | $32,000 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $22,370 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,754 | $42,548+106.2% | $74,549+17.7% | $56,287+55.9% |
| Participation rate | 62.7% | 60.5%+2.2pp | 69.1%-6.5pp | 69.9%-7.2pp |
| Annual return | -7.45% | 12.40%-19.9pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,365 | $855+59.7% | $1,961-30.4% | $2,111-35.3% |
| Participant deferral / active EE | $4,324 | $2,277+89.9% | $3,108+39.1% | $3,350+29.1% |
| Admin fee / account holder | $263 | $467-43.7% | $5,059-94.8% | $521-49.5% |