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| Provider | Service type | Compensation |
|---|---|---|
GESCHER HERBER GROUP LLC3 years Service code 27 388 STATE STREET STE 1000 · SALEM, OR 97301 | Advisory (Plan) | $16,384 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,110 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 | Contract Administrator | $2,048 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $595 |
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 | $32,923 | $72,269-54.4% | $101,271-67.5% | $79,852-58.8% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 20.59% | 22.29%-1.7pp | 46.48%-25.9pp | 31.72%-11.1pp |
| Employer contribution / active EE | $6,005 | $2,692+123.1% | $3,660+64.1% | $2,471+143.0% |
| Participant deferral / active EE | $3,621 | $3,282+10.4% | $4,371-17.1% | $3,740-3.2% |
| Admin fee / account holder | $187 | $4,401-95.8% | $5,948-96.9% | $5,306-96.5% |