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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,847 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,912 |
TRUTINA FINANCIAL4 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $11,398 |
Filed as: FLEX-PLAN RETIREMENT SERVICES INC Service code 49 | Other Services | $5,899 |
Service code 49 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,319 | $58,778-16.1% | $129,295-61.9% | $77,671-36.5% |
| Participation rate | 90.7% | 59.2%+31.5pp | 69.6%+21.1pp | 70.6%+20.2pp |
| Annual return | 12.68% | 24.73%-12.1pp | 9429.28%-9416.6pp | 31.21%-18.5pp |
| Employer contribution / active EE | $2,289 | $1,952+17.2% | $4,157-44.9% | $2,726-16.1% |
| Participant deferral / active EE | $5,062 | $3,212+57.6% | $4,169+21.4% | $4,648+8.9% |
| Admin fee / account holder | $267 | $589-54.7% | $7,665-96.5% | $430-38.0% |