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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FLEX PLAN RETIREMENT SERVICES Service code 13 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Contract Administrator | $3,993 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $125 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,997 | $63,156-41.4% | $122,354-69.8% | $62,293-40.6% |
| Participation rate | 93.5% | 60.0%+33.5pp | 71.6%+21.9pp | 69.5%+24.0pp |
| Annual return | 18.53% | 20.61%-2.1pp | 30.28%-11.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,378 | $1,385+71.7% | $4,051-41.3% | $2,042+16.4% |
| Participant deferral / active EE | $4,567 | $2,321+96.8% | $3,287+38.9% | $3,169+44.1% |
| Admin fee / account holder | $15 | $440-96.7% | $5,479-99.7% | $479-96.9% |