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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATES3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 99 | Other Fees | $88,777 |
Service code 49 | Other Services | $27,595 |
FINANCIAL ADVOCATES3 years Service code 99 · EIN 27-0435466 400 - 112TH NE, SUITE 200 · BELLEVUE, WA 98004 | Other Fees | $0 |
Filed as: FLEX-PLAN RETIREMENT SERVICES Service code 49 · EIN 80-0102330 P.O BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,198 | $88,122+67.0% | $141,162+4.3% | $67,579+117.8% |
| Participation rate | 82.3% | 76.5%+5.8pp | 82.5%-0.2pp | 71.3%+11.0pp |
| Annual return | 24.36% | 75.40%-51.0pp | 71.39%-47.0pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,567 | $3,224-20.4% | $4,735-45.8% | $2,148+19.5% |
| Participant deferral / active EE | $8,544 | $5,958+43.4% | $6,709+27.4% | $3,539+141.4% |
| Admin fee / account holder | $6 | $131-95.8% | $10,261-99.9% | $142-96.1% |