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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1946426 | Advisory (Plan) | $103,125 |
TRAUTMANN MAHER & ASSOCIATES5+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $64,152 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $18,092 |
BADER MARTIN, P.S.5+ years Service code 10 · EIN 91-1501421 | Accounting | $17,565 |
K&L GATES5+ years Filed as: K & L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $1,934 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,754 | $62,941+325.4% | $172,757+55.0% | $67,584+296.2% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 25.06% | 30.36%-5.3pp | 803.06%-778.0pp | 378.59%-353.5pp |
| Employer contribution / active EE | $14,445 | $1,636+782.7% | $5,144+180.8% | $2,148+572.5% |
| Participant deferral / active EE | $10,282 | $2,145+379.3% | $5,198+97.8% | $3,540+190.5% |
| Admin fee / account holder | $283 | $167+70.0% | $13,956-98.0% | $142+99.1% |