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| Provider | Service type | Compensation |
|---|---|---|
TREVOR ENGLAND1 year Filed as: TREVOR HOSKINSON Service code 26 2909 PORTLAND RD · NEWBERG, OR 97132 | Advisory (Participants) | $5,718 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,868 | $59,267-83.4% | $96,575-89.8% | $79,393-87.6% |
| Participation rate | 51.0% | 61.9%-10.8pp | 69.8%-18.8pp | 70.7%-19.7pp |
| Annual return | 16.47% | 27.08%-10.6pp | 37.79%-21.3pp | 116.87%-100.4pp |
| Employer contribution / active EE | $918 | $1,216-24.5% | $2,357-61.0% | $2,428-62.2% |
| Participant deferral / active EE | $1,258 | $2,947-57.3% | $3,849-67.3% | $4,046-68.9% |
| Admin fee / account holder | $58 | $659-91.1% | $6,182-99.1% | $627-90.7% |