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| Provider | Service type | Compensation |
|---|---|---|
ATS AUTOMATION1+ years Service code 99 450 SHATTUCK AVE S · RENTON, WA 98057 | Other Fees | $30,968 |
STEPHEN M KOCH & CO., INC.1+ years Service code 13 5400 CARILLON POINT · KIRKLAND, WA 98033 | Contract Administrator | $15,718 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,368 |
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 | $125,683 | $50,464+149.1% | $75,784+65.8% | $52,331+140.2% |
| Participation rate | 93.5% | 66.8%+26.7pp | 75.8%+17.7pp | 68.1%+25.4pp |
| Annual return | -0.30% | 1.03%-1.3pp | 9.68%-10.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,896 | $1,988+96.0% | $3,323+17.2% | $1,882+107.1% |
| Participant deferral / active EE | $7,392 | $2,570+187.6% | $3,652+102.4% | $3,022+144.6% |
| Admin fee / account holder | $108 | $1,103-90.2% | $5,300-98.0% | $592-81.7% |