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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $39,550 |
KLEINBARD LLC1 year Service code 29 · EIN 23-1308492 | Legal | $37,518 |
KERNUTT STOKES LLP1 year Filed as: KERNUTT STOKES Service code 10 · EIN 93-0396435 | Accounting | $22,582 |
Filed as: COLUMBIA FINANCIAL ADVISORS INC. Service code 34 720 SW WASHINGTON · PORTLAND, OR 97205 | Valuation (appraisals, etc.) | $10,326 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $135,645-100.0% | $110,243-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -16.71% | 513.24%-529.9pp | 314.76%-331.5pp | 519.81%-536.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |