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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,305 | $82,972+78.7% | $103,374+43.5% | $77,671+90.9% |
| Participation rate | 94.8% | 71.5%+23.3pp | 74.5%+20.3pp | 70.6%+24.2pp |
| Annual return | 17.35% | 19.14%-1.8pp | 24.89%-7.5pp | 31.21%-13.9pp |
| Employer contribution / active EE | $4,642 | $3,554+30.6% | $3,869+20.0% | $2,726+70.3% |
| Participant deferral / active EE | $9,700 | $4,108+136.1% | $5,058+91.8% | $4,648+108.7% |
| Admin fee / account holder | $75 | $639-88.3% | $8,394-99.1% | $430-82.6% |