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| Provider | Service type | Compensation |
|---|---|---|
MARY MEYERS1+ years Service code 27 · EIN 91-1600797 1055 OFFICERS ROW · VANCOUVER, WA 98661 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,327 | $45,283-90.4% | $155,789-97.2% | $52,331-91.7% |
| Participation rate | 99.3% | 62.2%+37.1pp | 76.1%+23.2pp | 68.1%+31.2pp |
| Annual return | -4.10% | 1.80%-5.9pp | 71.54%-75.6pp | 4.54%-8.6pp |
| Employer contribution / active EE | $1,224 | $1,329-7.9% | $3,839-68.1% | $1,882-35.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $4,798-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $981-100.0% | $7,477-100.0% | $592-100.0% |