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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Filed as: HUMAN INVESTING Service code 26 5335 MEADOWS RD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $20,769 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $19,455 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,263 | $69,708+9.4% | $67,560+12.9% | $74,478+2.4% |
| Participation rate | 56.6% | 71.4%-14.8pp | 72.9%-16.3pp | 67.2%-10.6pp |
| Annual return | 12.51% | -40.67%+53.2pp | 3533.50%-3521.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,869 | $2,715-31.1% | $2,737-31.7% | $2,626-28.8% |
| Participant deferral / active EE | $3,277 | $3,637-9.9% | $4,004-18.2% | $4,350-24.7% |
| Admin fee / account holder | $355 | $887-60.0% | $3,994-91.1% | $1,946-81.8% |