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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $35,185 |
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $29,330 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST CO. Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Securities Custodian | $7,488 |
FARRELL & CO., P.S.1+ years Service code 10 12334 NORTHUP WAY · BELLEVUE, WA 98005 | Accounting | $6,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $79,678 | $70,002+13.8% | $115,037-30.7% | $52,331+52.3% |
| Participation rate | 98.4% | 72.1%+26.3pp | 81.4%+17.0pp | 68.1%+30.3pp |
| Annual return | 0.18% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,388 | $2,715+24.8% | $4,608-26.5% | $1,882+80.1% |
| Participant deferral / active EE | $6,657 | $4,920+35.3% | $6,026+10.5% | $3,022+120.3% |
| Admin fee / account holder | $350 | $566-38.1% | $8,175-95.7% | $592-40.8% |