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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,543 | $45,343-70.1% | $150,298-91.0% | $67,986-80.1% |
| Participation rate | 98.7% | 51.9%+46.8pp | 77.8%+20.9pp | 57.2%+41.5pp |
| Annual return | 0.94% | 33.28%-32.3pp | 62.79%-61.8pp | 31.67%-30.7pp |
| Employer contribution / active EE | $3,097 | $1,462+111.9% | $4,154-25.4% | $2,019+53.4% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $252 | $2,250-88.8% | $14,116-98.2% | $3,203-92.1% |