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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & WOOD1 year Service code 15 5 CENTERPOINTE DR, STE 400 · LAKE OSWEGO, OR 97035 | Recordkeeping | $13,933 |
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,933 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,519 | $37,213-93.2% | $156,551-98.4% | $63,975-96.1% |
| Participation rate | 79.7% | 65.0%+14.7pp | 84.0%-4.4pp | 71.1%+8.5pp |
| Annual return | 13.48% | 47.89%-34.4pp | 32.23%-18.8pp | 48.65%-35.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $626 | $2,070-69.8% | $4,871-87.2% | $3,356-81.4% |
| Admin fee / account holder | $16 | $56-72.2% | $13,028-99.9% | $70-77.7% |