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| Provider | Service type | Compensation |
|---|---|---|
AKT LLP2+ years Filed as: AKT WEALTH ADVISORS Service code 28 · EIN 93-1244319 | Investment Management | $28,190 |
NORTHWEST PLAN SERVICES, INC.2+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $15,980 |
KUENZI & COMPANY LLC2+ years Filed as: KUENZI & COMPANY,LLC Service code 10 650 HAWTHORN AVENUE, SE 110 · SALEM, OR 97301 | Accounting | $11,956 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: AKT RETIREMENT PLAN SERVICES Service code 13 · EIN 93-1307583 | Contract Administrator | $6,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,722 | $56,894+3.2% | $84,753-30.7% | $62,881-6.6% |
| Participation rate | 89.2% | 68.5%+20.7pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 5.61% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $16,081 | $2,400+570.1% | $3,574+349.9% | $2,281+605.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $704 | $3,581-80.3% | $5,333-86.8% | $4,296-83.6% |