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| Provider | Service type | Compensation |
|---|---|---|
GEFFEN MESHER4 years Filed as: GEFFEN MESHER & COMPANY PC Service code 10 · EIN 93-1042710 | Accounting | $28,000 |
MULTNOMAH GROUP1 year Service code 27 · EIN 20-0361079 | Advisory (Plan) | $6,000 |
Service code 49 · EIN 87-3599091 | Other Services | $4,647 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $1,357 |
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 reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,123 | $88,360+99.3% | $145,433+21.1% | $67,986+159.1% |
| Participation rate | 87.5% | 65.5%+22.0pp | 82.1%+5.4pp | 57.2%+30.3pp |
| Annual return | 13.57% | 63.15%-49.6pp | 66.58%-53.0pp | 31.67%-18.1pp |
| Employer contribution / active EE | $2,257 | $3,054-26.1% | $4,554-50.4% | $2,019+11.8% |
| Participant deferral / active EE | $10,112 | $5,932+70.5% | $7,897+28.0% | $3,358+201.1% |
| Admin fee / account holder | $336 | $3,313-89.9% | $13,129-97.4% | $3,203-89.5% |