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| Provider | Service type | Compensation |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT11+ years Service code 27 · EIN 93-0646988 | Advisory (Plan) | $86,902 |
GOLDMAN SACHS6 years Filed as: VISTA CAPITAL PARTNERS Service code 27 · EIN 93-1307808 | Advisory (Plan) | $79,128 |
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,219 |
AUXIER ASSET MANAGEMENT LLC11+ years Service code 27 · EIN 93-1248453 | Advisory (Plan) | $39,664 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY CAPITAL MANAGE Service code 28 · EIN 11-3658445 | Investment Management | $26,250 |
CAIRN INVESTMENT GROUP INC5 years Service code 27 · EIN 20-8789267 | Advisory (Plan) | $25,741 |
VISION CAPITAL MANAGEMENT INC.11+ years Service code 27 · EIN 93-1270204 | Advisory (Plan) | $23,648 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 27 · EIN 36-4319587 | Advisory (Plan) | $14,257 |
BECKER CAPITAL MANAGEMENT5 years Filed as: BECKER CAPITAL MANAGEMENT INC Service code 27 · EIN 93-0663104 | Advisory (Plan) | $8,971 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $645,617 | $88,360+630.7% | $145,433+343.9% | $67,986+849.6% |
| Participation rate | 97.8% | 65.5%+32.3pp | 82.1%+15.7pp | 57.2%+40.6pp |
| Annual return | 13.13% | 63.15%-50.0pp | 66.58%-53.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $14,114 | $3,054+362.2% | $4,554+209.9% | $2,019+599.2% |
| Participant deferral / active EE | $14,679 | $5,932+147.5% | $7,897+85.9% | $3,358+337.1% |
| Admin fee / account holder | $1,610 | $3,313-51.4% | $13,129-87.7% | $3,203-49.8% |