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| Provider | Service type | Compensation |
|---|---|---|
FIRST HILL TRUST COMPANY1 year Service code 14 · EIN 91-1999591 | Plan Administrator | $415,863 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $87,349 |
SCOTT CAPITAL ADVISORS5 years Filed as: SCOTT CAPITAL ADVISORS, LLC Service code 26 · EIN 84-4636104 | Advisory (Participants) | $50,000 |
Service code 29 · EIN 91-0889948 500 UNION ST · SEATTLE, WA 98101 | Legal | $36,940 |
Participant contribution per participant 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 | $36,849 | $110,258-66.6% | $102,460-64.0% | $200,096-81.6% |
| Participation rate | 85.8% | 86.3%-0.5pp | 76.5%+9.3pp | 72.0%+13.8pp |
| Annual return | 14.92% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.3pp |
| Employer contribution / active EE | $1,547 | $3,605-57.1% | $3,025-48.9% | $3,038-49.1% |
| Participant deferral / active EE | $2,723 | $6,377-57.3% | $5,056-46.1% | $5,090-46.5% |
| Admin fee / account holder | $218 | $122+78.3% | $9,460-97.7% | $269-19.1% |