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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,324 |
FOSTER & WOOD2 years Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $22,432 |
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.)
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 | $35,737 | $29,569+20.9% | $56,077-36.3% | $77,714-54.0% |
| Participation rate | 43.7% | 32.6%+11.1pp | 52.5%-8.8pp | 70.6%-26.9pp |
| Annual return | 25.22% | 18.90%+6.3pp | 1709.28%-1684.1pp | 31.26%-6.0pp |
| Employer contribution / active EE | $542 | $569-4.7% | $1,040-47.9% | $2,727-80.1% |
| Participant deferral / active EE | $1,609 | $1,061+51.7% | $1,954-17.6% | $4,649-65.4% |
| Admin fee / account holder | $341 | $1,042-67.3% | $2,825-87.9% | $433-21.2% |