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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP1 year Filed as: ANDERSON FISHER DBA HUMAN INVESTING Service code 27 5335 MEADOWS RD SUITE 450 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,741 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,671 | $46,732+89.7% | $156,551-43.4% | $55,167+60.7% |
| Participation rate | 98.7% | 65.8%+32.9pp | 84.0%+14.7pp | 69.0%+29.7pp |
| Annual return | 8.21% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $4,039 | $2,105+91.9% | $5,501-26.6% | $1,963+105.8% |
| Participant deferral / active EE | $5,071 | $2,204+130.1% | $4,871+4.1% | $3,054+66.0% |
| Admin fee / account holder | $289 | $418-30.8% | $13,028-97.8% | $504-42.6% |