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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Filed as: HUMAN INVESTING Service code 26 6000 MEADOWS RD. · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $31,556 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,675 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 27 P.O. BOX 117310 · ATLANTA, GA 303687310 | Advisory (Plan) | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,517 | $54,193-49.2% | $93,669-70.6% | $77,714-64.6% |
| Participation rate | 75.9% | 63.9%+12.0pp | 68.7%+7.2pp | 70.6%+5.3pp |
| Annual return | 48.74% | 30.54%+18.2pp | 133.59%-84.9pp | 31.26%+17.5pp |
| Employer contribution / active EE | $895 | $1,168-23.4% | $2,424-63.1% | $2,727-67.2% |
| Participant deferral / active EE | $2,573 | $3,144-18.2% | $4,416-41.7% | $4,649-44.7% |
| Admin fee / account holder | $78 | $576-86.5% | $8,291-99.1% | $433-82.1% |