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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $20,980 |
LUCID ADVISORS, INC.7 years Service code 26 · EIN 91-2050140 2101 4TH AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $20,837 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,371 | $55,415-19.9% | $155,509-71.5% | $74,495-40.4% |
| Participation rate | 48.6% | 61.9%-13.3pp | 78.2%-29.6pp | 67.2%-18.6pp |
| Annual return | 12.40% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,387 | $2,267-38.8% | $4,672-70.3% | $2,623-47.1% |
| Participant deferral / active EE | $1,672 | $2,836-41.0% | $5,626-70.3% | $4,346-61.5% |
| Admin fee / account holder | $303 | $1,738-82.6% | $15,912-98.1% | $1,942-84.4% |