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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $14,090 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $13,389 |
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.)
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 | $59,237 | $55,002+7.7% | $59,887-1.1% | $56,287+5.2% |
| Participation rate | 61.3% | 75.9%-14.6pp | 74.7%-13.4pp | 69.9%-8.6pp |
| Annual return | -6.66% | 1.13%-7.8pp | 3.46%-10.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,239 | $2,448-49.4% | $2,722-54.5% | $2,111-41.3% |
| Participant deferral / active EE | $2,950 | $3,121-5.5% | $3,402-13.3% | $3,350-11.9% |
| Admin fee / account holder | $332 | $236+40.9% | $3,591-90.8% | $521-36.3% |