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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG Service code 12 1100 SW SIXTH AVENUE · PORTLAND, OR 972041093 | Custodial (other than securities); Di... | $21,081 |
LPL FINANCIAL2 years Service code 27 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,023 |
DEFINITI LLC1 year Service code 13 · EIN 81-0833363 | Contract Administrator | $7,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,265 | $81,233-41.8% | $155,567-69.6% | $80,874-41.6% |
| Participation rate | 58.7% | 66.2%-7.6pp | 78.2%-19.5pp | 67.6%-9.0pp |
| Annual return | 10.51% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $954 | $3,101-69.2% | $4,674-79.6% | $2,756-65.4% |
| Participant deferral / active EE | $3,789 | $3,452+9.8% | $5,628-32.7% | $4,297-11.8% |
| Admin fee / account holder | $445 | $7,998-94.4% | $15,916-97.2% | $6,935-93.6% |