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| Provider | Service type | Compensation |
|---|---|---|
ERICKSON & CARNEGIE, LLP1 year Filed as: ERICKSON AND CARNEGIE, LLP Service code 10 · EIN 46-5607842 | Accounting | $8,289 |
Service code 29 · EIN 93-0612920 520 SW YAMHILL · PORTLAND, OR 97204 | Legal | $5,650 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVENUE SUITE 185 · PORTLAND, OR 97239 | Contract Administrator | $4,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,358 | $50,898-87.5% | $171,082-96.3% | $55,167-88.5% |
| Participation rate | 95.2% | 63.3%+32.0pp | 76.7%+18.5pp | 69.0%+26.2pp |
| Annual return | 5.33% | 15.34%-10.0pp | 32.56%-27.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $798 | $1,433-44.3% | $4,002-80.1% | $1,963-59.3% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $91 | $500-81.8% | $8,520-98.9% | $504-81.9% |