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| Provider | Service type | Compensation |
|---|---|---|
FIRST PACIFIC FINANCIAL INC4+ years Filed as: FIRST PACIFIC FINANCIAL INC. Service code 27 610 ESTHER ST. STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $36,390 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,422 |
PENSION PLAN SPECIALISTS, PC2 years Service code 10 805 BROADWAY STE 600 · VANCOUVER, WA 98660 | Accounting | $9,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,065 | $29,546+123.6% | $56,441+17.1% | $77,671-14.9% |
| Participation rate | 15.1% | 32.7%-17.6pp | 52.5%-37.4pp | 70.6%-55.5pp |
| Annual return | 12.28% | 19.01%-6.7pp | 1704.21%-1691.9pp | 31.21%-18.9pp |
| Employer contribution / active EE | $497 | $568-12.5% | $1,039-52.1% | $2,726-81.8% |
| Participant deferral / active EE | $837 | $1,061-21.1% | $1,953-57.2% | $4,648-82.0% |
| Admin fee / account holder | $472 | $1,046-54.9% | $2,829-83.3% | $430+9.6% |