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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 45-1200308 2226 EASTLAKE AVE E #88 · SEATTLE, WA 98102 | Contract Administrator | $37,336 |
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADVISORY SERVICES, LL Service code 28 · EIN 38-3470125 15744 S PEACOCK RD · HASLETT, MI 48840 | Investment Management | $15,638 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,031 | $73,149-95.9% | $120,574-97.5% | $77,736-96.1% |
| Participation rate | 92.6% | 55.2%+37.4pp | 71.9%+20.6pp | 70.6%+22.0pp |
| Annual return | 9.14% | 18.24%-9.1pp | 107.42%-98.3pp | 31.26%-22.1pp |
| Employer contribution / active EE | $1,184 | $1,793-34.0% | $3,471-65.9% | $2,728-56.6% |
| Participant deferral / active EE | $1,497 | $3,006-50.2% | $4,996-70.0% | $4,651-67.8% |
| Admin fee / account holder | $66 | $660-89.9% | $9,445-99.3% | $433-84.7% |