Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP1 year Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $13,829 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $601 |
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 | $32,458 | $62,267-47.9% | $110,243-70.6% | $55,725-41.8% |
| Participation rate | 96.0% | 78.1%+17.9pp | 79.8%+16.2pp | 70.9%+25.1pp |
| Annual return | 33.32% | -1.07%+34.4pp | 314.76%-281.4pp | 244.93%-211.6pp |
| Employer contribution / active EE | $1,822 | $1,941-6.1% | $3,827-52.4% | $2,078-12.3% |
| Participant deferral / active EE | $5,439 | $3,516+54.7% | $4,672+16.4% | $3,356+62.1% |
| Admin fee / account holder | $74 | $121-38.6% | $8,548-99.1% | $115-35.5% |