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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Contract Administrator | $17,125 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $10,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $232,889 | $76,551+204.2% | $123,894+88.0% | $62,881+270.4% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 10.02% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $7,654 | $2,882+165.5% | $4,617+65.8% | $2,281+235.6% |
| Participant deferral / active EE | $8,539 | $4,840+76.4% | $5,984+42.7% | $3,203+166.6% |
| Admin fee / account holder | $168 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |