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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 91-1769299 5 CENTERPOINTE DR, SUITE 400 · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $44,338 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $17,798 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,089 | $84,936+6.1% | $111,308-19.1% | $79,391+13.5% |
| Participation rate | 63.8% | 75.9%-12.1pp | 77.3%-13.5pp | 70.7%-6.9pp |
| Annual return | 12.71% | 17.45%-4.7pp | 54.67%-42.0pp | 116.88%-104.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,548 | $3,888-8.7% | $4,487-20.9% | $4,046-12.3% |
| Admin fee / account holder | $452 | $537-15.9% | $7,965-94.3% | $627-27.9% |