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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 981013105 | Contract Administrator | $457,906 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 222 SW COLUMBIA ST, SUITE 1825 · PORTLAND, OR 97201 | Advisory (Participants) | $32,500 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 10700 NORTHRUP WAY · BELLEVUE, WA 98004 | Accounting | $20,406 |
EKMAN CUSHING MAXWELL1 year Filed as: EKMAN CUSHING MAXWELL, P.S. Service code 29 · EIN 91-1321138 220 WEST MERCER STREET, SUITE 400 · SEATTLE, WA 98119 | Legal | $10,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,314 | $80,211-82.2% | $74,184-80.7% | $63,975-77.6% |
| Participation rate | 82.5% | 84.2%-1.7pp | 76.6%+5.9pp | 71.1%+11.3pp |
| Annual return | 7.23% | 14.13%-6.9pp | 17.74%-10.5pp | 48.65%-41.4pp |
| Employer contribution / active EE | $446 | $2,553-82.5% | $2,370-81.2% | $2,182-79.5% |
| Participant deferral / active EE | $736 | $4,370-83.2% | $3,550-79.3% | $3,356-78.1% |
| Admin fee / account holder | $127 | $67+89.2% | $5,586-97.7% | $70+80.5% |