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| Provider | Service type | Compensation |
|---|---|---|
PAULY, ROGERS AND CO., P.C.,4 years Service code 27 · EIN 93-0936213 | Advisory (Plan) | $10,000 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $8,973 |
DESCHUTES INVESTMENT CONSULTING6+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 26 · EIN 87-0554544 | Advisory (Participants) | $8,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,541 | $52,279+21.5% | $89,414-28.9% | $79,852-20.4% |
| Participation rate | 18.6% | 57.5%-39.0pp | 68.0%-49.4pp | 69.6%-51.1pp |
| Annual return | 9.02% | 22.16%-13.1pp | 245.50%-236.5pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $739 | $2,740-73.0% | $3,890-81.0% | $3,740-80.2% |
| Admin fee / account holder | $853 | $3,356-74.6% | $4,883-82.5% | $5,306-83.9% |