Filed February 12, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-0967757 1440 N 16TH AVENUE · YAKIMA, WA 98902 | Contract Administrator | $8,861 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 64 · EIN 95-1411037 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $5,213 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 26 1440 N 16TH AVENUE · YAKIMA, WA 98902 | Advisory (Participants) | $0 |
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 | $15,067 | $45,382-66.8% | $154,108-90.2% | $75,289-80.0% |
| Participation rate | 87.4% | 65.9%+21.5pp | 83.0%+4.4pp | 72.4%+15.0pp |
| Annual return | -4.39% | -0.47%-3.9pp | 735.21%-739.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,518 | $1,533-1.0% | $5,298-71.3% | $2,405-36.9% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $89-96.0% | $13,411-100.0% | $102-96.5% |