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| Provider | Service type | Compensation |
|---|---|---|
CITY FIDUCIARY GROUP1 year Service code 71 · EIN 47-3328634 915 BROADWAY STREET, SUITE 450 · VANCOUVER, WA 98660 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,053 | $55,449+338.3% | $83,850+189.9% | $56,287+331.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 7.21% | -1.38%+8.6pp | 850.92%-843.7pp | -9.96%+17.2pp |
| Employer contribution / active EE | $15,169 | $2,430+524.1% | $3,631+317.8% | $2,111+618.5% |
| Participant deferral / active EE | $939 | $2,935-68.0% | $4,082-77.0% | $3,350-72.0% |
| Admin fee / account holder | $472 | $656-28.0% | $5,478-91.4% | $521-9.4% |