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| Provider | Service type | Compensation |
|---|---|---|
BSI10+ years Service code 13 · EIN 95-4396363 | Contract Administrator | $38,049 |
THOMAS, HEAD & GREISEN PC5 years Service code 10 · EIN 92-0043874 | Accounting | $28,505 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL L.L.P Service code 34 · EIN 75-0786316 520 SW 6TH AVENUE, SUITE 820 · PORTLAND, OR 97204 | Valuation (appraisals, etc.) | $27,300 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY SERVICES, INC. Service code 21 · EIN 14-1886375 | Bank Trustee | $11,721 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,252 | $54,679+44.9% | $76,119+4.1% | $74,459+6.4% |
| Participation rate | 97.3% | 60.3%+36.9pp | 69.1%+28.2pp | 67.2%+30.0pp |
| Annual return | 14.02% | 31.90%-17.9pp | 361.25%-347.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $4,091 | $1,781+129.6% | $2,693+51.9% | $2,626+55.8% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $528 | $2,238-76.4% | $6,421-91.8% | $1,945-72.9% |