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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) | $37,584 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,881 |
PROFESSIONAL BENEFIT SERVICES7+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $11,484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,294 | $56,540-55.3% | $185,849-86.4% | $86,821-70.9% |
| Participation rate | 99.6% | 65.5%+34.1pp | 81.7%+17.9pp | 72.3%+27.4pp |
| Annual return | 14.59% | 118.20%-103.6pp | 122.10%-107.5pp | 97.94%-83.3pp |
| Employer contribution / active EE | $3,403 | $1,844+84.5% | $5,169-34.2% | $2,406+41.4% |
| Participant deferral / active EE | $3,588 | $2,555+40.4% | $5,569-35.6% | $4,132-13.2% |
| Admin fee / account holder | $207 | $150+38.1% | $16,244-98.7% | $170+21.9% |