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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) | $24,212 |
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $17,646 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,552 | $65,453+18.5% | $86,698-10.5% | $66,938+15.9% |
| Participation rate | 63.8% | 75.5%-11.6pp | 76.6%-12.7pp | 69.8%-6.0pp |
| Annual return | -12.79% | -10.89%-1.9pp | 35.95%-48.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,669 | $4,102-10.5% | $4,656-21.2% | $4,238-13.4% |
| Admin fee / account holder | $301 | $642-53.1% | $7,493-96.0% | $594-49.2% |