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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) | $27,735 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,664 |
PROFESSIONAL BENEFIT SERVICES6+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $11,664 |
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 | $26,358 | $52,293-49.6% | $178,503-85.2% | $73,412-64.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 15.68% | 34.75%-19.1pp | 151.12%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $3,267 | $1,736+88.2% | $5,011-34.8% | $2,234+46.3% |
| Participant deferral / active EE | $3,219 | $2,333+37.9% | $5,202-38.1% | $3,806-15.4% |
| Admin fee / account holder | $180 | $127+41.4% | $13,987-98.7% | $158+14.0% |