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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,934 |
Filed as: DESCHUTES INVESTMENT CONSULTING LL Service code 27 · EIN 27-3525757 | Advisory (Plan) | $21,854 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 | Accounting | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,852 | $71,964-34.9% | $167,512-72.0% | $85,563-45.2% |
| Participation rate | 33.8% | 61.0%-27.1pp | 77.1%-43.2pp | 66.0%-32.1pp |
| Annual return | 16.74% | 18.83%-2.1pp | 1615.79%-1599.1pp | 31.51%-14.8pp |
| Employer contribution / active EE | $398 | $1,875-78.8% | $3,882-89.8% | $2,654-85.0% |
| Participant deferral / active EE | $2,033 | $4,110-50.5% | $6,405-68.3% | $4,375-53.5% |
| Admin fee / account holder | $414 | $815-49.3% | $9,769-95.8% | $834-50.4% |