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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-0579238 1000 SECOND AVENUE, SUITE 1440 · SEATTLE, WA 98104 | Advisory (Participants) | $41,178 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Custodial (other ... | $20,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,204 | $55,437+19.4% | $155,534-57.4% | $74,459-11.1% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.3pp | 67.2%-21.3pp |
| Annual return | 11.20% | 269.58%-258.4pp | 64.92%-53.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $3,161 | $2,266+39.5% | $4,675-32.4% | $2,626+20.4% |
| Participant deferral / active EE | $960 | $2,837-66.2% | $5,630-82.9% | $4,350-77.9% |
| Admin fee / account holder | $484 | $1,742-72.2% | $15,900-97.0% | $1,945-75.1% |