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 |
|---|---|---|
Filed as: FERGUSON WELLMAN CAPITAL MANAG Service code 27 · EIN 93-0646988 | Advisory (Plan) | $99,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,491 | $47,977+111.5% | $154,111-34.1% | $56,287+80.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.72% | 3.54%-10.3pp | 735.18%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $7,716 | $2,169+255.8% | $5,298+45.6% | $2,111+265.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $710 | $438+62.0% | $13,411-94.7% | $521+36.3% |