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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $12,710 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $12,706 |
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.)
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 | $66,376 | $57,976+14.5% | $63,018+5.3% | $62,293+6.6% |
| Participation rate | 39.8% | 75.9%-36.2pp | 74.8%-35.0pp | 69.5%-29.7pp |
| Annual return | 15.79% | 17.54%-1.7pp | 87.62%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $850 | $2,415-64.8% | $2,761-69.2% | $2,042-58.4% |
| Participant deferral / active EE | $1,994 | $2,956-32.5% | $3,330-40.1% | $3,169-37.1% |
| Admin fee / account holder | $344 | $276+24.6% | $3,601-90.5% | $479-28.3% |