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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 27 701 5TH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $75,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,284 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $18,543 | $75,419-75.4% | $392,568-95.3% | $67,582-72.6% |
| Participation rate | 86.9% | 74.8%+12.0pp | 78.1%+8.8pp | 71.3%+15.6pp |
| Annual return | 34.66% | 36.70%-2.0pp | 24.42%+10.2pp | 378.57%-343.9pp |
| Employer contribution / active EE | $764 | $2,636-71.0% | $3,783-79.8% | $2,148-64.4% |
| Participant deferral / active EE | $4,214 | $4,347-3.1% | $5,985-29.6% | $3,539+19.1% |
| Admin fee / account holder | $72 | $114-36.8% | $6,260-98.9% | $142-49.5% |