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| Provider | Service type | Compensation |
|---|---|---|
SCS2 years Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST · BELLEVUE, WA 980044458 | Advisory (Plan) | $24,608 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $20,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,655 | $65,084-29.9% | $67,681-32.5% | $64,340-29.0% |
| Participation rate | 49.8% | 66.7%-16.9pp | 73.7%-23.9pp | 55.2%-5.5pp |
| Annual return | 11.81% | 20.50%-8.7pp | 590.58%-578.8pp | 24.14%-12.3pp |
| Employer contribution / active EE | $1,966 | $2,398-18.0% | $2,678-26.6% | $1,862+5.6% |
| Participant deferral / active EE | $1,795 | $3,210-44.1% | $3,976-54.9% | $2,980-39.8% |
| Admin fee / account holder | $199 | $1,415-86.0% | $6,100-96.7% | $3,703-94.6% |