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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & WOOD3 years Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $22,480 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,498 |
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 | $43,376 | $27,243+59.2% | $52,425-17.3% | $79,634-45.5% |
| Participation rate | 38.9% | 22.4%+16.4pp | 55.6%-16.8pp | 62.5%-23.6pp |
| Annual return | 15.46% | 63.36%-47.9pp | 302.12%-286.7pp | 36.46%-21.0pp |
| Employer contribution / active EE | $636 | $319+99.4% | $914-30.4% | $2,529-74.8% |
| Participant deferral / active EE | $1,630 | $636+156.4% | $1,790-9.0% | $3,835-57.5% |
| Admin fee / account holder | $308 | $2,105-85.4% | $2,495-87.7% | $1,002-69.3% |