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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD10+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $456,857 |
BENESYS, INC.10+ years Service code 13 · EIN 93-0446761 | Contract Administrator | $137,594 |
RELIANT CONSULTING & RESEARCH10+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $47,207 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $25,540 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $16,996 |
Filed as: ANASTASI MARTIN & MOORE Service code 10 · EIN 20-8149084 | Accounting | $15,457 |
MCKANNA BISHOP JOFFE LLP8 years Filed as: MCKANNA BISHOP JOFFE, LLP Service code 29 1635 NW JOHNSON ST · PORTLAND, OR 97209 | Legal | $6,543 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,927 | $86,936-61.0% | $102,437-66.9% | $99,313-65.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 14.04% | 14.99%-0.9pp | 24.95%-10.9pp | 17.67%-3.6pp |
| Employer contribution / active EE | $667 | $3,925-83.0% | $3,871-82.8% | $3,264-79.6% |
| Participant deferral / active EE | $1,534 | $3,825-59.9% | $5,060-69.7% | $5,346-71.3% |
| Admin fee / account holder | $76 | $140-45.9% | $8,388-99.1% | $109-30.4% |