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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DR., STE. 340 · EUGENE, OR 97401 | Other Services | $24,707 |
GOLDMAN SACHS9 years Filed as: MARTIN CAPITAL PARTNERS LLC Service code 27 · EIN 27-2233908 940 WILLAMETTE STREET, SUITE 350 · EUGENE, OR 97401 | Advisory (Plan) | $20,339 |
BVAL CPAS & ADVISORS LLP3 years Service code 10 · EIN 45-2635340 940 WILLAMETTE STREET, SUITE 330 · EUGENE, OR 97401 | Accounting | $9,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,543 | $43,749-69.0% | $158,223-91.4% | $65,306-79.3% |
| Participation rate | 98.7% | 56.9%+41.8pp | 79.2%+19.5pp | 57.7%+41.0pp |
| Annual return | 0.94% | 19.41%-18.5pp | 52.09%-51.1pp | 21.94%-21.0pp |
| Employer contribution / active EE | $3,097 | $1,497+106.8% | $4,109-24.6% | $1,967+57.4% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $252 | $1,930-86.9% | $16,047-98.4% | $3,480-92.8% |