Filed June 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-0967757 1440 N 16TH AVE · YAKIMA, WA 98902 | Accounting | $7,341 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,805 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,676 | $62,267-57.2% | $110,238-75.8% | $55,725-52.1% |
| Participation rate | 79.2% | 78.1%+1.1pp | 79.8%-0.6pp | 70.9%+8.4pp |
| Annual return | -2.79% | -1.07%-1.7pp | 314.74%-317.5pp | 244.93%-247.7pp |
| Employer contribution / active EE | $959 | $1,941-50.6% | $3,826-74.9% | $2,078-53.9% |
| Participant deferral / active EE | $2,631 | $3,516-25.2% | $4,672-43.7% | $3,356-21.6% |
| Admin fee / account holder | $29 | $121-76.4% | $8,547-99.7% | $115-75.2% |