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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PAULY ROGERS & CO PC Service code 10 12700 SW 72 AVE · TIGARD, OR 97223 | Accounting | $13,028 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,489 | $109,359+66.9% | $162,185+12.5% | $72,976+150.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.80% | 25.46%-13.7pp | 115.61%-103.8pp | 81.02%-69.2pp |
| Employer contribution / active EE | $2,769 | $3,907-29.1% | $5,613-50.7% | $2,440+13.5% |
| Participant deferral / active EE | $4,007 | $5,481-26.9% | $7,297-45.1% | $3,608+11.1% |
| Admin fee / account holder | $194 | $7,972-97.6% | $10,844-98.2% | $5,124-96.2% |