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| Provider | Service type | Compensation |
|---|---|---|
FIRST PACIFIC FINANCIAL INC3+ years Filed as: FIRST PACIFIC FINANCIAL INC. Service code 27 610 ESTHER ST. STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $29,120 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,421 |
Service code 10 805 BROADWAY STE 600 · VANCOUVER, WA 98660 | Accounting | $5,486 |
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 | $66,534 | $26,137+154.6% | $58,561+13.6% | $74,460-10.6% |
| Participation rate | 12.1% | 32.2%-20.1pp | 50.9%-38.8pp | 70.7%-58.7pp |
| Annual return | 17.76% | 32.53%-14.8pp | 4251.33%-4233.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $432 | $537-19.6% | $1,053-59.0% | $2,638-83.6% |
| Participant deferral / active EE | $773 | $1,076-28.1% | $1,923-59.8% | $4,530-82.9% |
| Admin fee / account holder | $405 | $648-37.6% | $2,520-83.9% | $348+16.4% |