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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD1 year Service code 12 900 SW FIFTH AVENUE · PORTLAND, OR 97204 | Custodial (securities); Recordkeeping... | $50,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,256 | $74,552-27.2% | $63,005-13.9% | $69,631-22.1% |
| Participation rate | 42.6% | 78.3%-35.7pp | 74.8%-32.2pp | 70.7%-28.1pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.59%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $381 | $2,929-87.0% | $2,760-86.2% | $2,032-81.3% |
| Participant deferral / active EE | $1,901 | $2,974-36.1% | $3,329-42.9% | $3,224-41.0% |
| Admin fee / account holder | $169 | $59+184.0% | $3,599-95.3% | $110+52.8% |