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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,251 |
TPG FINANCIAL ADVISORS, LLC2 years Service code 27 | Advisory (Plan) | $13,009 |
Filed as: PREMIER RETIREMENT PLAN SERVICES Service code 13 · EIN 93-1327877 25195 SW PARKWAY AVENUE · WILSONVILLE, OR 97070 | Contract Administrator | $4,154 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,723 | $63,346-42.0% | $92,240-60.2% | $70,126-47.6% |
| Participation rate | 89.2% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 10.99% | 530.19%-519.2pp | 176.29%-165.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $3,274 | $2,471+32.5% | $3,680-11.0% | $2,343+39.8% |
| Participant deferral / active EE | $2,657 | $2,854-6.9% | $3,897-31.8% | $3,332-20.3% |
| Admin fee / account holder | $227 | $3,841-94.1% | $5,194-95.6% | $4,645-95.1% |