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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,319 | $58,969-16.4% | $129,406-61.9% | $77,762-36.6% |
| Participation rate | 90.7% | 59.5%+31.3pp | 69.6%+21.1pp | 70.6%+20.1pp |
| Annual return | 12.68% | 24.78%-12.1pp | 9468.18%-9455.5pp | 31.27%-18.6pp |
| Employer contribution / active EE | $2,289 | $1,959+16.9% | $4,155-44.9% | $2,728-16.1% |
| Participant deferral / active EE | $5,062 | $3,224+57.0% | $4,167+21.5% | $4,651+8.8% |
| Admin fee / account holder | $267 | $593-55.0% | $7,689-96.5% | $433-38.4% |