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| Provider | Service type | Compensation |
|---|---|---|
FOUNDATION ASSET MANAGEMENT1+ years Service code 26 3601 C STREET, SUITE 600B · ANCHORAGE, AK 99503 | Advisory (Participants) | $25,358 |
PENSION PLAN SPECIALISTS, PC1+ years Service code 17 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Pension Consulting | $1,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,274 | $39,458+14.7% | $60,547-25.2% | $55,191-18.0% |
| Participation rate | 61.3% | 59.6%+1.7pp | 68.0%-6.6pp | 69.2%-7.8pp |
| Annual return | 0.90% | 3.35%-2.5pp | 335.64%-334.7pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,043 | $1,210-13.8% | $2,419-56.9% | $1,899-45.0% |
| Participant deferral / active EE | $2,921 | $2,140+36.5% | $3,328-12.2% | $3,046-4.1% |
| Admin fee / account holder | $122 | $95+28.4% | $4,536-97.3% | $91+34.6% |