Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 91-1035498 | Claims processing; Consulting (genera... | $55,698 |
GARDE CAPITAL2+ years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $31,864 |
THE MUTUAL FUND STORE-SEATTLE2+ years Service code 26 · EIN 26-0355070 | Advisory (Participants) | $17,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,013 | $46,732+86.2% | $156,551-44.4% | $55,167+57.7% |
| Participation rate | 84.7% | 65.8%+18.9pp | 84.0%+0.7pp | 69.0%+15.7pp |
| Annual return | 5.97% | 17.72%-11.7pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,006 | $2,105+42.8% | $5,501-45.3% | $1,963+53.2% |
| Participant deferral / active EE | $4,276 | $2,204+94.0% | $4,871-12.2% | $3,054+40.0% |
| Admin fee / account holder | $520 | $418+24.2% | $13,028-96.0% | $504+3.1% |