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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Service code 19 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Securities Custodian | $0 |
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833 | Advisory (Participants) | $0 |
NORTHWEST PLAN SERVICES, INC.3+ years Service code 13 5446 CALIFORNIA AVENUE SW, SUITE 20 · SEATTLE, WA 98136 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,419 | $55,449+292.1% | $83,850+159.3% | $56,287+286.3% |
| Participation rate | 97.2% | 68.0%+29.2pp | 76.1%+21.1pp | 69.9%+27.3pp |
| Annual return | 8.12% | -1.38%+9.5pp | 850.92%-842.8pp | -9.96%+18.1pp |
| Employer contribution / active EE | $9,437 | $2,430+288.3% | $3,631+159.9% | $2,111+347.0% |
| Participant deferral / active EE | $8,483 | $2,935+189.0% | $4,082+107.8% | $3,350+153.3% |
| Admin fee / account holder | $531 | $656-19.0% | $5,478-90.3% | $521+2.0% |