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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS2+ years Filed as: NICHOLAS, HICKS & FARMERS Service code 14 · EIN 94-3322438 8101 SW NYBERG ROAD, SUITE 217 · TUALATIN, OR 97062 | Plan Administrator | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,425 | $48,078-57.5% | $78,676-74.0% | $62,881-67.5% |
| Participation rate | 90.4% | 65.2%+25.2pp | 73.6%+16.8pp | 69.3%+21.1pp |
| Annual return | 5.11% | 31.36%-26.2pp | 62.19%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $6,583 | $2,015+226.8% | $2,850+131.0% | $2,281+188.6% |
| Participant deferral / active EE | $1,268 | $2,587-51.0% | $3,517-63.9% | $3,203-60.4% |
| Admin fee / account holder | $178 | $3,206-94.4% | $4,510-96.0% | $4,296-95.8% |