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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & WOOD4 years Service code 15 5 CENTERPOINTE DR, STE 400 · LAKE OSWEGO, OR 97035 | Recordkeeping | $26,730 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,551 |
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 | $6,333 | $47,456-86.7% | $172,755-96.3% | $77,775-91.9% |
| Participation rate | 83.8% | 66.3%+17.5pp | 82.6%+1.1pp | 73.2%+10.6pp |
| Annual return | 24.73% | 35.57%-10.8pp | 802.94%-778.2pp | 32.58%-7.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,094 | $2,560-57.3% | $5,198-78.9% | $3,966-72.4% |
| Admin fee / account holder | $45 | $81-44.4% | $13,955-99.7% | $100-55.1% |