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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 | $29,507+21.1% | $56,025-36.2% | $77,762-54.0% |
| Participation rate | 43.7% | 32.7%+11.0pp | 52.5%-8.8pp | 70.6%-26.9pp |
| Annual return | 25.22% | 18.90%+6.3pp | 1712.69%-1687.5pp | 31.27%-6.1pp |
| Employer contribution / active EE | $542 | $570-4.9% | $1,042-48.0% | $2,728-80.1% |
| Participant deferral / active EE | $1,609 | $1,062+51.6% | $1,955-17.7% | $4,651-65.4% |
| Admin fee / account holder | $341 | $1,041-67.2% | $2,828-87.9% | $433-21.2% |