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| Provider | Service type | Compensation |
|---|---|---|
CITY FIDUCIARY GROUP8 years Service code 71 · EIN 47-3328634 1111 MAIN STREET, SUITE 700 · VANCOUVER, WA 98660 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,148 | $89,259+377.4% | $107,187+297.6% | $82,637+415.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.20% | 21.02%-15.8pp | 204.55%-199.3pp | 53.51%-48.3pp |
| Employer contribution / active EE | $16,471 | $3,080+434.8% | $3,782+335.5% | $2,552+545.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $218 | $7,381-97.0% | $9,162-97.6% | $7,339-97.0% |