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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 | $58,859-16.2% | $129,397-61.9% | $77,714-36.5% |
| Participation rate | 90.7% | 59.3%+31.4pp | 69.6%+21.1pp | 70.6%+20.2pp |
| Annual return | 12.68% | 24.74%-12.1pp | 9453.98%-9441.3pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,289 | $1,952+17.2% | $4,154-44.9% | $2,727-16.1% |
| Participant deferral / active EE | $5,062 | $3,215+57.4% | $4,167+21.5% | $4,649+8.9% |
| Admin fee / account holder | $267 | $591-54.8% | $7,679-96.5% | $433-38.4% |