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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $14,216 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,084 |
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 | $184,224 | $47,977+284.0% | $154,108+19.5% | $56,289+227.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.12% | 3.54%-8.7pp | 735.21%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $8,477 | $2,169+290.9% | $5,298+60.0% | $2,111+301.6% |
| Participant deferral / active EE | $5,879 | $2,392+145.8% | $5,081+15.7% | $3,350+75.5% |
| Admin fee / account holder | $250 | $438-42.9% | $13,411-98.1% | $521-52.0% |