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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2413 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $22,223 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,730 |
PROFESSIONAL BENEFIT SERVICES5+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $3,030 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,255 | $52,967-54.2% | $172,753-86.0% | $65,186-62.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.63% | 30.12%-7.5pp | 803.00%-780.4pp | 29.39%-6.8pp |
| Employer contribution / active EE | $3,088 | $2,190+41.0% | $5,144-40.0% | $2,177+41.9% |
| Participant deferral / active EE | $2,862 | $2,471+15.8% | $5,198-44.9% | $3,514-18.5% |
| Admin fee / account holder | $137 | $472-70.9% | $13,956-99.0% | $847-83.8% |