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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP2 years Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $42,484 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,266 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,130 | $69,159-36.2% | $125,195-64.8% | $67,582-34.7% |
| Participation rate | 85.5% | 78.2%+7.3pp | 79.8%+5.7pp | 71.3%+14.2pp |
| Annual return | 27.97% | 27.12%+0.9pp | 43.79%-15.8pp | 378.57%-350.6pp |
| Employer contribution / active EE | $3,651 | $2,023+80.4% | $3,866-5.6% | $2,148+70.0% |
| Participant deferral / active EE | $6,054 | $3,700+63.6% | $4,937+22.6% | $3,539+71.0% |
| Admin fee / account holder | $149 | $142+5.2% | $9,704-98.5% | $142+4.8% |