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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3264817 101 E. BROADWAY, SUITE 480 · EUGENE, OR 97401 | Advisory (Plan) | $110,581 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $38,654 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $16,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,127 | $64,909-16.6% | $82,313-34.2% | $62,292-13.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.82% | 21.18%-10.4pp | 25.88%-15.1pp | 28.90%-18.1pp |
| Employer contribution / active EE | $3,250 | $1,676+93.9% | $2,428+33.8% | $2,042+59.1% |
| Participant deferral / active EE | $3,192 | $3,103+2.9% | $3,706-13.9% | $3,169+0.7% |
| Admin fee / account holder | $615 | $440+39.9% | $5,608-89.0% | $479+28.3% |