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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 | $29,507+123.9% | $56,025+17.9% | $77,762-15.0% |
| Participation rate | 15.1% | 32.7%-17.6pp | 52.5%-37.4pp | 70.6%-55.5pp |
| Annual return | 12.28% | 18.90%-6.6pp | 1712.69%-1700.4pp | 31.27%-19.0pp |
| Employer contribution / active EE | $497 | $570-12.7% | $1,042-52.3% | $2,728-81.8% |
| Participant deferral / active EE | $837 | $1,062-21.2% | $1,955-57.2% | $4,651-82.0% |
| Admin fee / account holder | $472 | $1,041-54.7% | $2,828-83.3% | $433+9.0% |