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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT SOLUT. Service code 55 | Other Commissions | $50,184 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 49 · EIN 71-0294708 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $17,172 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,956 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,753 |
Filed as: STEWARD PARTNERS INVESTMENTS SOLUTI Service code 55 · EIN 06-1375177 1 SW COLUMBIA ST STE 300 · PORTLAND, OR 97258 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,248 | $78,275+38.3% | $109,173-0.8% | $86,821+24.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 16.97% | 19.14%-2.2pp | 25.75%-8.8pp | 97.94%-81.0pp |
| Employer contribution / active EE | $5,562 | $3,105+79.2% | $3,723+49.4% | $2,406+131.2% |
| Participant deferral / active EE | $8,833 | $3,641+142.6% | $4,654+89.8% | $4,132+113.8% |
| Admin fee / account holder | $333 | $198+67.6% | $6,755-95.1% | $170+96.2% |