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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP5 years Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $63,987 |
Filed as: JOHN HANCOCK USA Service code 10 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Accounting | $1,166 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,854 | $71,142-32.7% | $119,634-60.0% | $64,824-26.2% |
| Participation rate | 91.2% | 78.6%+12.6pp | 79.3%+11.9pp | 71.5%+19.7pp |
| Annual return | -13.91% | -10.01%-3.9pp | -14.98%+1.1pp | 32.84%-46.8pp |
| Employer contribution / active EE | $4,595 | $2,497+84.0% | $4,232+8.6% | $2,507+83.3% |
| Participant deferral / active EE | $7,271 | $4,490+61.9% | $5,601+29.8% | $4,311+68.6% |
| Admin fee / account holder | $206 | $162+26.9% | $10,329-98.0% | $188+9.5% |