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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS5 years Filed as: FARMER & BETTS, INC. Service code 10 · EIN 94-3322438 6010 20TH STREET E, SUITE 1 · FIFE, WA 98424 | Accounting | $2,625 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,830 | $49,471+20.9% | $79,583-24.8% | $66,949-10.6% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.5%-7.0pp | 69.8%-7.3pp |
| Annual return | -16.80% | 84.30%-101.1pp | 0.16%-17.0pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,993 | $1,266+57.4% | $2,414-17.4% | $2,545-21.7% |
| Participant deferral / active EE | $3,448 | $3,160+9.1% | $3,986-13.5% | $4,239-18.7% |
| Admin fee / account holder | $184 | $595-69.1% | $6,835-97.3% | $594-69.1% |