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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 | $96,731+340.5% | $123,973+243.7% | $86,983+389.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 5.20% | 17.33%-12.1pp | 388.13%-382.9pp | 25.83%-20.6pp |
| Employer contribution / active EE | $16,471 | $3,297+399.6% | $4,126+299.2% | $2,584+537.3% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $218 | $8,722-97.5% | $11,799-98.1% | $7,856-97.2% |