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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATES6 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 99 | Other Fees | $75,000 |
BENSLER, LLC1 year Filed as: BENSLER LLC Service code 99 · EIN 71-1004774 | Other Fees | $25,000 |
Filed as: FLEX-PLAN RETIREMENT SERVICES Service code 49 · EIN 80-0102330 P.O BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $12,538 |
Service code 49 | Other Services | $11,538 |
FINANCIAL ADVOCATES6 years Service code 99 · EIN 27-0435466 400 - 112TH NE, SUITE 200 · BELLEVUE, WA 98004 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,326 | $82,202+73.1% | $125,339+13.6% | $64,808+119.6% |
| Participation rate | 84.9% | 77.9%+7.0pp | 82.4%+2.5pp | 71.5%+13.4pp |
| Annual return | -18.34% | 3.48%-21.8pp | 572.05%-590.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $3,630 | $3,615+0.4% | $4,814-24.6% | $2,506+44.9% |
| Participant deferral / active EE | $8,454 | $7,175+17.8% | $7,446+13.5% | $4,310+96.1% |
| Admin fee / account holder | $234 | $163+43.1% | $10,010-97.7% | $188+24.4% |