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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC8+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1999591 | Contract Administrator | $49,405 |
Service code 19 · EIN 13-5674085 | Securities Custodian | $44,821 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $26,224 |
Service code 29 · EIN 91-1321138 3213 W WHEELER ST #307 · SEATTLE, WA 98119 | Legal | $6,168 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,318 | $106,236-81.8% | $112,249-82.8% | $64,819-70.2% |
| Participation rate | 73.4% | 71.7%+1.7pp | 75.1%-1.7pp | 71.5%+1.9pp |
| Annual return | -4.50% | -6.02%+1.5pp | 27.48%-32.0pp | 32.84%-37.3pp |
| Employer contribution / active EE | $2,728 | $3,166-13.9% | $3,636-25.0% | $2,507+8.8% |
| Participant deferral / active EE | $125 | $3,785-96.7% | $4,729-97.4% | $4,311-97.1% |
| Admin fee / account holder | $188 | $452-58.5% | $6,412-97.1% | $188-0.1% |