Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: EB MANAGEMENT COMPANY Service code 14 · EIN 91-1467493 PO BOX 550 · SEATTLE, WA 981110550 | Plan Administrator | $221,670 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 222 COLUMBIA ST., SUITE 1825 · PORTLAND, OR 97201 | Advisory (Participants) | $60,000 |
Filed as: RICHARD EKMAN Service code 20 220 W. MERCER ST. #400 · SEATTLE, WA 98119 | Trustee (individual); Direct payment ... | $13,500 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 3000 NORTHUP WAY · BELLEVUE, WA 980041446 | Accounting | $10,650 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS INC Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,641 | $71,957-12.9% | $67,652-7.4% | $59,188+5.8% |
| Participation rate | 17.8% | 82.7%-64.9pp | 75.7%-57.9pp | 69.4%-51.6pp |
| Annual return | 0.10% | 8.53%-8.4pp | 6625.40%-6625.3pp | 5.51%-5.4pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $890 | $4,211-78.9% | $3,560-75.0% | $3,265-72.7% |
| Admin fee / account holder | $391 | $64+508.9% | $4,821-91.9% | $92+323.7% |