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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 29 · EIN 34-1213174 | Legal | $49,024 |
M HOLDINGS SECURITIES INC2 years Filed as: M. HOLDINGS Service code 21 1125 NW COUCH STREET, SUITE 900 · PORTLAND, OR 97209 | Bank Trustee | $40,422 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $11,700 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $10,161 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 11.84% | 10.91%+0.9pp | 12.88%-1.0pp | 10.41%+1.4pp |
| Employer contribution / active EE | $49,484 | $12,279+303.0% | $40,010+23.7% | $14,691+236.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |