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| Provider | Service type | Compensation |
|---|---|---|
ATS AUTOMATION10+ years Service code 99 450 SHATTUCK AVE S · RENTON, WA 98057 | Other Fees | $34,045 |
STEPHEN M KOCH & CO., INC.10+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $13,354 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,674 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,305 | $83,023+78.6% | $102,437+44.8% | $77,762+90.7% |
| Participation rate | 94.8% | 71.5%+23.3pp | 74.5%+20.3pp | 70.6%+24.2pp |
| Annual return | 17.35% | 19.12%-1.8pp | 24.95%-7.6pp | 31.27%-13.9pp |
| Employer contribution / active EE | $4,642 | $3,552+30.7% | $3,871+19.9% | $2,728+70.2% |
| Participant deferral / active EE | $9,700 | $4,110+136.0% | $5,060+91.7% | $4,651+108.6% |
| Admin fee / account holder | $75 | $639-88.3% | $8,388-99.1% | $433-82.7% |