Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $68,835 |
Service code 27 811 SW SIXTH AVE · PORTLAND, OR 97204 | Advisory (Plan) | $60,850 |
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 | $47,422 | $65,960-28.1% | $81,844-42.1% | $77,736-39.0% |
| Participation rate | 96.1% | 65.8%+30.3pp | 72.4%+23.7pp | 70.6%+25.5pp |
| Annual return | 17.18% | 26.64%-9.5pp | 778.87%-761.7pp | 31.26%-14.1pp |
| Employer contribution / active EE | $1,247 | $2,375-47.5% | $2,916-57.2% | $2,728-54.3% |
| Participant deferral / active EE | $5,767 | $3,505+64.5% | $4,323+33.4% | $4,651+24.0% |
| Admin fee / account holder | $237 | $526-55.0% | $7,355-96.8% | $433-45.3% |