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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CUTLER INVESTMENT COUNSEL Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $34,532 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,842 |
Employer contribution per participant 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 | $61,997 | $101,653-39.0% | $147,080-57.8% | $74,459-16.7% |
| Participation rate | 71.1% | 75.6%-4.5pp | 82.2%-11.1pp | 67.2%+3.9pp |
| Annual return | 18.08% | 8754.98%-8736.9pp | 420.17%-402.1pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $93 | $3,813-97.6% | $4,933-98.1% | $2,626-96.5% |
| Participant deferral / active EE | $10,669 | $7,304+46.1% | $8,066+32.3% | $4,350+145.3% |
| Admin fee / account holder | $246 | $1,752-85.9% | $12,989-98.1% | $1,945-87.3% |