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| Provider | Service type | Compensation |
|---|---|---|
CABLE HILL PARTNERS1 year Service code 99 | Other Fees | $27,338 |
UMPQUA INVESTMENTS, INC.4 years Service code 55 · EIN 06-1375177 | Other Commissions | $22,413 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $14,163 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,674 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,674 |
CABLE HILL PARTNERS1 year Filed as: CABLE HILL PARTNERS, LLC Service code 99 · EIN 46-4959656 | Other Fees | $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 | $86,781 | $106,236-18.3% | $112,263-22.7% | $64,824+33.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -11.42% | -6.02%-5.4pp | 27.49%-38.9pp | 32.84%-44.3pp |
| Employer contribution / active EE | $5,235 | $3,167+65.3% | $3,636+44.0% | $2,507+108.8% |
| Participant deferral / active EE | $9,164 | $3,786+142.0% | $4,729+93.8% | $4,311+112.6% |
| Admin fee / account holder | $315 | $452-30.2% | $6,410-95.1% | $188+67.8% |