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| Provider | Service type | Compensation |
|---|---|---|
FOUNDATION ASSET MANAGEMENT2+ years Service code 26 3601 C STREET, SUITE 600B · ANCHORAGE, AK 99503 | Advisory (Participants) | $26,304 |
PENSION PLAN SPECIALISTS, PC2+ years Service code 17 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Pension Consulting | $1,400 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $586 |
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 | $33,208 | $39,819-16.6% | $67,834-51.0% | $57,658-42.4% |
| Participation rate | 82.7% | 61.2%+21.4pp | 68.8%+13.9pp | 70.2%+12.4pp |
| Annual return | 9.36% | 9.19%+0.2pp | 138.47%-129.1pp | 5.13%+4.2pp |
| Employer contribution / active EE | $2,695 | $1,277+111.1% | $2,403+12.2% | $1,974+36.6% |
| Participant deferral / active EE | $2,836 | $2,209+28.4% | $3,160-10.2% | $3,061-7.3% |
| Admin fee / account holder | $82 | $84-2.5% | $4,622-98.2% | $95-13.8% |