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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE2+ years Filed as: HEINTZBERGER PAYNE & CO LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $36,421 |
SITTNER & NELSON, LLC2+ years Service code 27 497 OAKWAY RD 300 · EUGENE, OR 97401 | Advisory (Plan) | $15,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,124 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,102 | $46,732+7.2% | $156,551-68.0% | $55,167-9.2% |
| Participation rate | 74.8% | 65.8%+9.0pp | 84.0%-9.2pp | 69.0%+5.8pp |
| Annual return | 5.77% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $4,963 | $2,105+135.7% | $5,501-9.8% | $1,963+152.9% |
| Participant deferral / active EE | $7,098 | $2,204+222.0% | $4,871+45.7% | $3,054+132.4% |
| Admin fee / account holder | $177 | $418-57.7% | $13,028-98.6% | $504-64.9% |