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| Provider | Service type | Compensation |
|---|---|---|
VERITY ACCOUNTANCEY PC2 years Service code 99 · EIN 26-0043046 4000 SE INTERNATIONAL WAY, SUITE F2 · MILWAULKIE, OR 97222 | Other Fees | $8,000 |
Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE. SE, SUITE 22 · SALEM, OR 97302 | Contract Administrator | $3,523 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,951 | $84,936+142.5% | $111,308+85.0% | $79,391+159.4% |
| Participation rate | 67.9% | 75.9%-7.9pp | 77.3%-9.4pp | 70.7%-2.8pp |
| Annual return | 15.26% | 17.45%-2.2pp | 54.67%-39.4pp | 116.88%-101.6pp |
| Employer contribution / active EE | $2,247 | $1,979+13.5% | $2,732-17.8% | $2,428-7.5% |
| Participant deferral / active EE | $4,586 | $3,888+18.0% | $4,487+2.2% | $4,046+13.4% |
| Admin fee / account holder | $144 | $537-73.1% | $7,965-98.2% | $627-76.9% |