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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP6 years Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $72,702 |
Filed as: JOHN HANCOCK USA Service code 10 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Accounting | $1,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,263 | $91,406-36.3% | $130,062-55.2% | $74,473-21.8% |
| Participation rate | 94.6% | 77.8%+16.8pp | 78.5%+16.1pp | 70.7%+23.9pp |
| Annual return | 19.48% | 23.21%-3.7pp | -137.37%+156.8pp | 34.36%-14.9pp |
| Employer contribution / active EE | $4,407 | $2,565+71.8% | $4,322+2.0% | $2,638+67.0% |
| Participant deferral / active EE | $7,980 | $4,724+68.9% | $5,821+37.1% | $4,530+76.2% |
| Admin fee / account holder | $312 | $283+10.0% | $10,601-97.1% | $347-10.2% |