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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,132 |
TRUTINA FINANCIAL2 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $20,135 |
Filed as: FLEX-PLAN RETIREMENT SERVICES INC Service code 49 | Other Services | $4,420 |
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 | $46,807 | $45,602+2.6% | $117,533-60.2% | $66,938-30.1% |
| Participation rate | 78.5% | 57.6%+20.8pp | 70.6%+7.9pp | 69.8%+8.7pp |
| Annual return | -14.25% | -16.74%+2.5pp | 29.77%-44.0pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,970 | $1,579+24.8% | $4,179-52.9% | $2,545-22.6% |
| Participant deferral / active EE | $4,493 | $2,845+57.9% | $4,072+10.3% | $4,238+6.0% |
| Admin fee / account holder | $193 | $661-70.8% | $5,647-96.6% | $594-67.5% |