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| Provider | Service type | Compensation |
|---|---|---|
DELAP LLP1 year Service code 10 5885 MEADOWS RD · LAKE OSWEGO, OR 97035 | Accounting | $11,450 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,244 |
PREISZ ASSOCIATES2 years Service code 27 · EIN 93-1297546 | Advisory (Plan) | $7,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,676 | $38,365-12.2% | $84,623-60.2% | $65,185-48.3% |
| Participation rate | 57.2% | 55.7%+1.6pp | 68.2%-11.0pp | 70.2%-13.0pp |
| Annual return | 25.90% | 32.00%-6.1pp | 258.77%-232.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $766 | $1,258-39.2% | $2,652-71.1% | $2,177-64.8% |
| Participant deferral / active EE | $1,946 | $2,278-14.6% | $3,899-50.1% | $3,514-44.6% |
| Admin fee / account holder | $280 | $451-37.9% | $4,913-94.3% | $847-66.9% |