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| Provider | Service type | Compensation |
|---|---|---|
VERITY ACCOUNTANCEY PC3 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 | $4,340 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,522 | $65,437+143.8% | $86,698+84.0% | $66,949+138.3% |
| Participation rate | 68.0% | 75.5%-7.5pp | 76.6%-8.6pp | 69.8%-1.9pp |
| Annual return | -19.05% | -10.91%-8.1pp | 35.96%-55.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $2,591 | $2,154+20.3% | $2,837-8.7% | $2,545+1.8% |
| Participant deferral / active EE | $4,703 | $4,102+14.7% | $4,656+1.0% | $4,239+10.9% |
| Admin fee / account holder | $155 | $642-75.8% | $7,492-97.9% | $594-73.9% |