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 |
|---|---|---|
Service code 13 805 BROADWAY STREET, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $39,604 |
Filed as: PETERSEN CPAS AND ADVISORS PLLC Service code 10 3702 KERN RD · YAKIMA, WA 98902 | Accounting | $23,768 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Advisory (Plan) | $22,690 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,711 | $65,582-60.8% | $64,097-59.9% | $71,529-64.1% |
| Participation rate | 71.8% | 73.2%-1.4pp | 72.3%-0.6pp | 67.9%+3.8pp |
| Annual return | 11.02% | 18.96%-7.9pp | 33.75%-22.7pp | 28.97%-18.0pp |
| Employer contribution / active EE | $2,322 | $2,671-13.0% | $2,750-15.6% | $2,590-10.3% |
| Participant deferral / active EE | $1,144 | $3,628-68.5% | $3,881-70.5% | $4,291-73.3% |
| Admin fee / account holder | $121 | $616-80.3% | $3,070-96.0% | $1,588-92.4% |