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| 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 | $66,009-28.2% | $81,780-42.0% | $77,692-39.0% |
| Participation rate | 96.1% | 65.8%+30.3pp | 72.4%+23.7pp | 70.6%+25.5pp |
| Annual return | 17.18% | 26.66%-9.5pp | 776.27%-759.1pp | 31.25%-14.1pp |
| Employer contribution / active EE | $1,247 | $2,374-47.5% | $2,914-57.2% | $2,726-54.2% |
| Participant deferral / active EE | $5,767 | $3,510+64.3% | $4,321+33.5% | $4,648+24.1% |
| Admin fee / account holder | $237 | $527-55.0% | $7,384-96.8% | $431-44.9% |