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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SEAPORT GROUP Service code 13 760 SW 9TH AVE · PORTLAND, OR 97205 | Contract Administrator | $24,719 |
KUENZI & COMPANY LLC5 years Filed as: KUENZI & COMPANY Service code 10 650 HAWTHORNE AVE SE · SALEM, OR 97301 | Accounting | $15,500 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $161,898 | $115,814+39.8% | $101,275+59.9% | $158,982+1.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -42.05% | 56.16%-98.2pp | 46.48%-88.5pp | 302.99%-345.0pp |
| Employer contribution / active EE | $8,103 | $4,176+94.1% | $3,660+121.4% | $4,763+70.1% |
| Participant deferral / active EE | $9,672 | $4,958+95.1% | $4,371+121.3% | $5,983+61.6% |
| Admin fee / account holder | $654 | $7,249-91.0% | $5,948-89.0% | $11,252-94.2% |