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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013 | Other Services | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,694 | $62,393-62.0% | $120,580-80.4% | $74,478-68.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 72.0%+28.0pp | 67.2%+32.8pp |
| Annual return | 4.32% | 18.61%-14.3pp | 107.48%-103.2pp | 1370.56%-1366.2pp |
| Employer contribution / active EE | $1,793 | $1,845-2.8% | $3,469-48.3% | $2,626-31.7% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $125 | $2,396-94.8% | $9,418-98.7% | $1,946-93.6% |