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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 93-1067008 PO BOX 847 · MCMINNVILLE, OR 97128 | Other Fees | $10,000 |
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $2,408 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,318 | $75,832-3.3% | $147,617-50.3% | $59,633+22.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.53% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,231 | $3,485-36.0% | $5,564-59.9% | $2,203+1.3% |
| Participant deferral / active EE | $4,230 | $3,131+35.1% | $4,895-13.6% | $3,192+32.5% |
| Admin fee / account holder | $21 | $5,986-99.6% | $11,612-99.8% | $4,297-99.5% |