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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $15,018 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $13,717 |
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 | $66,146 | $60,795+8.8% | $69,464-4.8% | $65,185+1.5% |
| Participation rate | 54.0% | 74.9%-20.9pp | 74.6%-20.6pp | 70.2%-16.2pp |
| Annual return | 20.86% | 17.46%+3.4pp | 28.98%-8.1pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,297 | $2,452-47.1% | $2,779-53.3% | $2,177-40.4% |
| Participant deferral / active EE | $2,745 | $3,162-13.2% | $3,536-22.4% | $3,514-21.9% |
| Admin fee / account holder | $340 | $314+8.3% | $3,840-91.2% | $847-59.9% |