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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 27 5525 FISHER CREEK DRIVE · CAMAS, WA 98607 | Advisory (Plan) | $23,070 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,598 | $73,102-45.8% | $123,552-68.0% | $56,287-29.7% |
| Participation rate | 53.6% | 74.3%-20.7pp | 82.3%-28.7pp | 69.9%-16.3pp |
| Annual return | -8.27% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,894 | $5,423-65.1% | $6,426-70.5% | $3,350-43.4% |
| Admin fee / account holder | $469 | $554-15.3% | $9,285-94.9% | $521-10.0% |