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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH RETIREMENT SOLUTIONS, LP Service code 14 · EIN 93-1307583 680 HAWTHORNE AVE SE · SALEM, OR 97301 | Plan Administrator | $22,300 |
ABRIDGE PARTNERS, LLC2+ years Service code 27 · EIN 92-0121555 431 OLD STEESE HWY · FAIRBANKS, AK 99701 | Advisory (Plan) | $8,964 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,643 | $55,453-89.8% | $170,439-96.7% | $62,293-90.9% |
| Participation rate | 94.8% | 66.4%+28.5pp | 83.6%+11.2pp | 69.5%+25.3pp |
| Annual return | 2.10% | 21.38%-19.3pp | 205.94%-203.8pp | 28.90%-26.8pp |
| Employer contribution / active EE | $216 | $2,164-90.0% | $5,433-96.0% | $2,042-89.4% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $141 | $455-68.9% | $13,881-99.0% | $479-70.5% |