Filed January 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER1 year Service code 10 555 110TH AVE NE STE 700 · BELLEVUE, WA 980045124 | Accounting | $26,670 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $19,572 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,139 | $46,464+72.5% | $150,298-46.7% | $79,634+0.6% |
| Participation rate | 70.8% | 57.0%+13.8pp | 77.8%-7.0pp | 62.5%+8.3pp |
| Annual return | 11.96% | 27.89%-15.9pp | 62.79%-50.8pp | 36.46%-24.5pp |
| Employer contribution / active EE | $2,104 | $1,512+39.2% | $4,154-49.4% | $2,529-16.8% |
| Participant deferral / active EE | $3,912 | $2,157+81.4% | $5,453-28.3% | $3,835+2.0% |
| Admin fee / account holder | $126 | $891-85.9% | $14,116-99.1% | $1,002-87.5% |