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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8118 165TH AVE NE · REDMOND, WA 98052 | Advisory (Plan) | $17,183 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $16,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,555 | $74,552-57.7% | $63,018-49.9% | $69,631-54.7% |
| Participation rate | 46.5% | 78.3%-31.7pp | 74.8%-28.3pp | 70.7%-24.1pp |
| Annual return | 12.94% | 15.77%-2.8pp | 87.62%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $935 | $2,929-68.1% | $2,761-66.1% | $2,032-54.0% |
| Participant deferral / active EE | $1,131 | $2,974-62.0% | $3,330-66.0% | $3,224-64.9% |
| Admin fee / account holder | $156 | $59+162.5% | $3,601-95.7% | $110+41.2% |