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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Contract Administrator | $10,424 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MGMT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $600 |
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 | $46,135 | $46,722-1.3% | $130,660-64.7% | $65,185-29.2% |
| Participation rate | 87.0% | 60.9%+26.0pp | 71.7%+15.2pp | 70.2%+16.8pp |
| Annual return | 23.32% | 24.17%-0.8pp | 1709.29%-1686.0pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,318 | $1,488+55.8% | $4,092-43.4% | $2,177+6.5% |
| Participant deferral / active EE | $4,506 | $2,545+77.0% | $3,603+25.1% | $3,514+28.2% |
| Admin fee / account holder | $64 | $453-85.8% | $5,463-98.8% | $847-92.4% |