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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHILLIPS & CO Service code 27 1300 SW 5TH AVE. STE. 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $152,918 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,412 |
PPNW1 year Service code 13 1600 VALLEY RIVER DR. · EUGENE, OR 97401 | Contract Administrator | $90,911 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,097 | $52,346-57.8% | $143,788-84.6% | $78,044-71.7% |
| Participation rate | 18.5% | 72.7%-54.2pp | 80.3%-61.8pp | 74.4%-56.0pp |
| Annual return | -18.42% | -14.19%-4.2pp | -0.03%-18.4pp | 10.87%-29.3pp |
| Employer contribution / active EE | $90 | $2,131-95.8% | $4,952-98.2% | $3,125-97.1% |
| Participant deferral / active EE | $1,043 | $3,800-72.6% | $5,638-81.5% | $5,084-79.5% |
| Admin fee / account holder | $236 | $63+272.3% | $14,675-98.4% | $79+199.2% |