Filed June 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BBM FINANCIAL SERVICES, INC2 years Service code 10 · EIN 91-0967757 1440 N 16TH AVE · YAKIMA, WA 98902 | Accounting | $7,235 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,920 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,837 | $69,159-58.3% | $125,175-77.0% | $67,579-57.3% |
| Participation rate | 86.7% | 78.2%+8.5pp | 79.8%+6.9pp | 71.3%+15.4pp |
| Annual return | 20.85% | 27.12%-6.3pp | 43.79%-22.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,630 | $2,023-19.4% | $3,865-57.8% | $2,148-24.1% |
| Participant deferral / active EE | $4,174 | $3,700+12.8% | $4,937-15.4% | $3,539+17.9% |
| Admin fee / account holder | $20 | $142-86.0% | $9,702-99.8% | $142-86.0% |