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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 | $54,245-49.3% | $93,727-70.6% | $77,762-64.6% |
| Participation rate | 75.9% | 63.9%+12.0pp | 68.7%+7.2pp | 70.6%+5.3pp |
| Annual return | 48.74% | 30.58%+18.2pp | 133.83%-85.1pp | 31.27%+17.5pp |
| Employer contribution / active EE | $895 | $1,168-23.4% | $2,421-63.0% | $2,728-67.2% |
| Participant deferral / active EE | $2,573 | $3,144-18.1% | $4,417-41.7% | $4,651-44.7% |
| Admin fee / account holder | $78 | $575-86.5% | $8,292-99.1% | $433-82.1% |