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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP3 years Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $48,029 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,140 |
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 | $51,597 | $78,419-34.2% | $133,978-61.5% | $73,412-29.7% |
| Participation rate | 92.5% | 78.6%+13.9pp | 79.8%+12.6pp | 72.2%+20.3pp |
| Annual return | 16.68% | 33.35%-16.7pp | 45.10%-28.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $5,600 | $2,044+174.0% | $3,919+42.9% | $2,234+150.7% |
| Participant deferral / active EE | $7,351 | $3,925+87.3% | $5,047+45.6% | $3,806+93.1% |
| Admin fee / account holder | $245 | $161+52.1% | $8,930-97.3% | $158+55.4% |