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| Provider | Service type | Compensation |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 27 · EIN 93-0646988 | Advisory (Plan) | $116,541 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,081 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $42,060 |
PLATFORM CPAS LLP2 years Service code 10 · EIN 88-4342576 | Accounting | $10,120 |
BROWNSTEIN RASK LLP10+ years Service code 29 1 SW COLUMBIA STE 900 · PORTLAND, OR 97204 | Legal | $7,556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,844 | $105,028-45.9% | $107,187-47.0% | $100,573-43.5% |
| Participation rate | 98.6% | 81.2%+17.4pp | 75.0%+23.6pp | 70.9%+27.7pp |
| Annual return | 5.73% | 10.61%-4.9pp | 204.55%-198.8pp | 18.89%-13.2pp |
| Employer contribution / active EE | $0 | $5,641-100.0% | $3,782-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $6,247 | $2,685+132.7% | $5,096+22.6% | $4,921+26.9% |
| Admin fee / account holder | $233 | $355-34.4% | $9,162-97.5% | $454-48.7% |