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| Provider | Service type | Compensation |
|---|---|---|
PERKINS & CO2 years Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $37,496 |
ENGRAV LAW OFFICE1 year Service code 29 · EIN 81-2142438 1500 SW FIRST AVE, SUITE 1170 · PORTLAND, OR 97201 | Legal | $11,389 |
Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 15 · EIN 82-1818132 100 N. BARRANCA ST. SUITE 870 · WEST COVINA, CA 91791 | Recordkeeping | $8,019 |
Filed as: JOHN E. JOHNSON, LLC Service code 34 · EIN 52-2328596 106 S. ORANGE AVENUE · LODI, CA 95240 | Valuation (appraisals, etc.) | $7,000 |
Filed as: TRANSITION FINANCCE STRATEGIES, LLC Service code 64 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $5,941 |
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 | $133,393 | $69,383+92.3% | $101,275+31.7% | $73,497+81.5% |
| Participation rate | 98.6% | 68.4%+30.2pp | 75.8%+22.8pp | 70.7%+27.9pp |
| Annual return | 57.16% | 18.46%+38.7pp | 46.48%+10.7pp | 28.51%+28.6pp |
| Employer contribution / active EE | $6,514 | $2,628+147.8% | $3,660+78.0% | $2,270+186.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $431 | $704-38.7% | $5,948-92.8% | $513-16.0% |