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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,405 |
HARFST AND ASSOCIATES1+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $5,091 |
NORTHWEST RETIREMENT PLANS, INC.1+ years Filed as: NORTHWEST RETIREMENT PLANS, INC Service code 15 · EIN 93-0839718 3235 HILLCREST PARK DR · MEDFORD, OR 975047691 | Recordkeeping | $4,515 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,676 | $46,360-85.6% | $147,617-95.5% | $52,331-87.2% |
| Participation rate | 77.4% | 64.9%+12.4pp | 84.6%-7.3pp | 68.1%+9.3pp |
| Annual return | 0.29% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.3pp |
| Employer contribution / active EE | $523 | $2,126-75.4% | $5,564-90.6% | $1,882-72.2% |
| Participant deferral / active EE | $729 | $2,258-67.7% | $4,895-85.1% | $3,022-75.9% |
| Admin fee / account holder | $51 | $766-93.3% | $11,612-99.6% | $592-91.4% |