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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,477 |
PREISZ ASSOCIATES7 years Service code 27 · EIN 93-1297546 | Advisory (Plan) | $17,881 |
DELAP LLP6 years Service code 10 5885 MEADOWS RD · LAKE OSWEGO, OR 97035 | Accounting | $14,400 |
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 | $41,672 | $50,902-18.1% | $155,534-73.2% | $77,736-46.4% |
| Participation rate | 52.3% | 63.1%-10.8pp | 78.2%-26.0pp | 70.6%-18.3pp |
| Annual return | 12.99% | 34.85%-21.9pp | 64.92%-51.9pp | 31.26%-18.3pp |
| Employer contribution / active EE | $877 | $1,991-56.0% | $4,675-81.2% | $2,728-67.9% |
| Participant deferral / active EE | $2,371 | $2,824-16.0% | $5,630-57.9% | $4,651-49.0% |
| Admin fee / account holder | $319 | $437-27.0% | $15,900-98.0% | $433-26.4% |