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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & WOOD2 years Service code 15 5 CENTERPOINTE DR · LAKE OSWEGO, OR 97035 | Recordkeeping | $21,196 |
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,310 |
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.
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 | $2,614 | $44,989-94.2% | $170,435-98.5% | $77,958-96.6% |
| Participation rate | 81.7% | 64.6%+17.1pp | 83.6%-1.8pp | 71.6%+10.1pp |
| Annual return | 15.83% | 19.61%-3.8pp | 205.94%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1 | $1,466-99.9% | $5,432-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $836 | $2,208-62.1% | $4,939-83.1% | $3,537-76.4% |
| Admin fee / account holder | $11 | $69-83.8% | $13,881-99.9% | $97-88.5% |