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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2409 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $40,241 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,295 |
PROFESSIONAL BENEFIT SERVICES10+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $22,195 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,971 | $50,919-37.2% | $155,556-79.4% | $77,762-58.9% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.8pp |
| Annual return | 12.24% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $3,989 | $1,991+100.3% | $4,675-14.7% | $2,728+46.2% |
| Participant deferral / active EE | $4,630 | $2,824+63.9% | $5,631-17.8% | $4,651-0.4% |
| Admin fee / account holder | $200 | $437-54.1% | $15,885-98.7% | $433-53.7% |