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| Provider | Service type | Compensation |
|---|---|---|
PERKINS & CO5 years Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $33,813 |
Service code 64 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, CA 22911 | Recordkeeping Fees | $10,639 |
Filed as: JOHN E. JOHNSON, LLC Service code 34 · EIN 52-2328591 106 S. ORANGE AVENUE · LODI, CA 95240 | Valuation (appraisals, etc.) | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,057 | $76,670+48.8% | $96,683+18.0% | $71,457+59.6% |
| Participation rate | 97.8% | 66.6%+31.2pp | 74.3%+23.5pp | 67.9%+29.9pp |
| Annual return | -15.66% | 48.29%-64.0pp | 35.69%-51.4pp | 28.85%-44.5pp |
| Employer contribution / active EE | $17,141 | $3,031+465.4% | $3,737+358.7% | $2,588+562.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $370 | $2,028-81.7% | $6,730-94.5% | $1,587-76.7% |