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, LLC2+ years Filed as: EB MANAGEMENT COMPANY Service code 14 · EIN 91-1467493 PO BOX 550 · SEATTLE, WA 981110550 | Plan Administrator | $221,213 |
WELLS FARGO BANK, N.A.2+ 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 WEST MERCER STREET, SUITE 400 · SEATTLE, WA 98119 | Trustee (individual); Direct payment ... | $18,000 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 10700 NORTHRUP WAY, SUITE 200 · BELLEVUE, WA 98004 | Accounting | $10,800 |
NEWPORT GROUP, INC.1 year 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 | $67,719 | $80,211-15.6% | $74,184-8.7% | $63,975+5.9% |
| Participation rate | 17.4% | 84.2%-66.8pp | 76.6%-59.2pp | 71.1%-53.8pp |
| Annual return | 8.10% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.6pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $765 | $4,370-82.5% | $3,550-78.4% | $3,356-77.2% |
| Admin fee / account holder | $401 | $67+496.9% | $5,586-92.8% | $70+469.5% |