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| Provider | Service type | Compensation |
|---|---|---|
SKYLINE FINANCIAL NORTHWEST2 years Filed as: SKYLINE FINANCIAL NORTHWEST INC. Service code 26 2121 SW BROADWAY DR. · PORTLAND, OR 97201 | Advisory (Participants) | $3,741 |
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $2,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,266 | $305,925-93.0% | $178,503-88.1% | - |
| Participation rate | 21.2% | 64.3%-43.1pp | 81.9%-60.7pp | - |
| Annual return | 7.81% | 10.58%-2.8pp | 151.12%-143.3pp | - |
| Employer contribution / active EE | $0 | $2,545-100.0% | $5,011-100.0% | - |
| Participant deferral / active EE | $549 | $2,511-78.1% | $5,202-89.4% | - |
| Admin fee / account holder | $193 | $21,071-99.1% | $13,987-98.6% | - |