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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CUTLER INVESTMENT COUNSEL Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $38,365 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,508 |
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 | $88,477 | $75,058+17.9% | $152,301-41.9% | $64,340+37.5% |
| Participation rate | 70.2% | 60.9%+9.3pp | 82.4%-12.2pp | 55.2%+15.0pp |
| Annual return | 20.48% | 29.93%-9.4pp | 80.50%-60.0pp | 24.14%-3.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $10,897 | $5,041+116.2% | $8,004+36.1% | $2,980+265.6% |
| Admin fee / account holder | $249 | $4,050-93.8% | $14,398-98.3% | $3,703-93.3% |